u/Ponzi_Biotech

The author argues Medincell is an under-the-radar European biotech whose Teva-partnered TEV-749, a once-monthly subcutaneous olanzapine LAI using BEPO technology, showed zero cases of Post-Injection Delirium/Sedation Syndrome in Phase 3, unlike existing LAIs carrying an FDA Black Box Warning. The claimed mechanism is a de-risked Phase 3 asset in final FDA review that US retail and institutions have not priced in, with an FDA decision expected around October 9 as the catalyst. The author cites Abivax's +500% overnight move on Phase 3 topline as the template for a similar re-rate. Main stated risk is that the thesis rests on trial guesswork versus an actual FDA decision, and the stock trades only on Euronext Paris, limiting US access.