Added to YB: 2026-01-09
Pitch date: 2026-01-06
GOSS [bearish]
Gossamer Bio, Inc.
+95.64%
current return
Author Info
Molecule -> Market is a financial analyst specializing in pharmaceutical and biotechnology companies. I publish detailed research on biotech stocks, using DCF modeling, clinical trial analysis, and market positioning data. Sign up for the newsletter.
Company Info
Gossamer Bio, Inc., a clinical-stage biopharmaceutical company, focuses on developing and commercializing seralutinib for the treatment of pulmonary hypertension and pulmonary arterial hypertension in the United States.
Market Cap
$65.6M
Pitch Price
$204.00
Price Target
1.00 (-89%)
Dividend
N/A
EV/EBITDA
-0.31
P/E
-0.21
EV/Sales
0.91
Sector
Biotechnology
Category
N/A
Why Gossamer Bio is Unlikely to Remodel the PAH Market
GOSS (bearish): Inhaled TKI seralutinib for PAH faces high Phase 3 failure risk. Small Phase 2 signal (95 dyne PVR reduction vs 225+ for approved drugs) relied on FC III subgroup & unusual placebo deterioration. Inhaled delivery unlikely reaches vascular lesions needing remodeling. Even if successful, faces dominant sotatercept competition & cough issues. $650M mcap vs $180M cash burning $35-40M/qtr.
Read full article (10 min)