u/Old-Pomegranate3634

Reddit r/ValueInvesting
· tracked since Jan 2026
Calls
1
Win Rate
0.0%
return
-41.7%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 0%
Average Return -41.7% Long Return -41.7% Short Return -
Average Return
7d -7.9%
30d -18.4%
90d -37.4%
Visual Insights Log in to see more
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 22
$5.54
-41.7%
Altimmune MASH data, BTD, undervaluation could drive buyout
The author argues Altimmune is undervalued at roughly $450M-$550M market cap versus MASH/obesity peers, with pemvidutide offering both MASH benefit and about 7.5% weight loss at 48 weeks, and FDA Breakthrough Therapy Designation granted on Jan 5, 2026 raising approval odds. The mechanism is that a cheap MASH asset with positive data and a C-suite experienced in selling liver-drug companies could attract a partnership or buyout as big pharma seeks MASH assets amid patent expirations. The author flags cash burn/dilution as the main risk unless Altimmune partners or sells; horizon is unspecified.
Other
Showing 1 of 1 calls · sorted by mentions

u/Old-Pomegranate3634 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: ALT.

Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology