ALDEYRA THERAPEUTICS INC ALDX

June 19, 2020 - 12:46pm EST by

member

						2020	2021
Price:		4.66		EPS		0	0
Shares Out. (in M):		30		P/E		0	0
Market Cap (in $M):		140		P/FCF		0	0
Net Debt (in $M):		-46		EBIT		0	0
TEV (in $M):		93		TEV/EBIT		0	0

Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.

show sort by

You are not eligible to view 5 messages. To gain access to more recent message posts signup free for membership.

13	member 4/03/24 10:19AM From those of us who missed this bargain the first go-round, thank you to the FDA for giving us another opportunity
Fortunately, for those of us who missed Mack’s call, I believe that the FDA has given us another chance to pick ALDX up at a bargain through its issuance of a complete response letter (a... login to read the rest view available tags
12	member 3/29/24 4:14PM Thoughts on CRL and/or path forward?
Mack, Big fan of your work. Have you continued to follow this one? This came to my attention through the PR yesterday (https://ir.aldeyra.com/news-releases/news-release-details/aldeyra-therapeutics-announces-clinical-development-plan) and I'm wondering if you have updated thoughts. Price has come way down and... login to read the rest view available tags
10	member 10/16/20 10:15AM Re: Re: Validator biotech funds 9
Wild pt by btig. Do you mind updating your thoughts here? 1 view available tags
9	member 7/14/20 2:43PM Re: Validator biotech funds 8
Great work on this one, what's your target FV on the shares? view available tags
6	member 7/11/20 2:34PM Re: ALDX announces trial design/development path for Reproxalap 5
Thoughts on specifics of the trials? If it is a 2 day endpoint on RASP how large do you think the trial reading out by YE will be? The previous P2a trial was measuring RASP... login to read the rest view available tags
3	member 6/22/20 5:34PM Re: Why isn't this stock twice the price now?/bear case? 1
The only pushback we have heard is the company has been at it for a while and they don't have enough marquee biotech validators. Perceptive is the largest holder, but the rest of the biotech... login to read the rest view available tags
2	member 6/22/20 10:05AM Approvals and Uptakes
Hi Mack, Thanks for the interesting write-up. We see that you've had a good track record with your biotech pitches and we owned Aduro earlier this year so we are taking a closer look on Aldeyra. ... login to read the rest view available tags
1	member 6/21/20 8:51PM Why isn't this stock twice the price now?/bear case?
I am wondering if they should get credit for the cash, given that they will burn through it by the first half of 2021? Having said that, it does seem potentially very interesting. Why wouldn’t... login to read the rest view available tags

load more messages