ABUS

Arbutus Biopharma Corp

Healthcare, Event Driven/Special Sit


Presented:09/22/2021
Price:$4.44
Cap:$0.44B
Current Price:$4.11
Cap:$0.78B

Presented

Date09/22/2021
Price$4.44
Market Cap$0.44B
Ent Value$0.39B
P/E RatioN/A
Book ValueN/A
Div Yield0%
Shares O/S99.16M
Ave Daily Vol2,308,394
Short Int4.91%

Current

Price$4.11
Market Cap$0.78B
Arbutus Biopharma Corp. is a biopharmaceutical company. It engages in discovering, developing and commercializing a cure for patients suffering from chronic Hepatitis B virus infection. The company was founded in 2007 and is headquartered in Warminster, PA.

Publicly traded companies mentioned herein: Arbutus Biopharma Corp (ABUS), Moderna Inc (MRNA), Montes Archimedes Acquisition Corp (MAAC), Pfizer Inc (PFE)

Highlights

The presenter is long shares of Arbutus Biopharma Corp (ABUS), a biotech company that developed patents and technology around lipid nanoparticle (LNP) delivery for mRNA vaccines through its predecessor biotech entities. The two mRNA vaccines that use this technology are the Moderna and Pfizer COVID-19 vaccines, which are the two biggest drugs in the world. The presenter is confident that this patent is valid and will hold up in court, giving ABUS a massive royalty opportunity from these vaccines that greatly exceeds ABUS’s <$450MM market cap and offers investors an asymmetric risk/reward setup. 

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Idea Discussion

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