Author is long Quantum BioPharma (QNTM) on the thesis that its Lucid-MS remyelination drug could be first-in-class and re-rate the beaten-down stock if human MS trials succeed.
Unpriced research observations (excluded from Calls and Returns):
QNTM — LONG The author argues Quantum BioPharma's value hinges on Lucid-MS, a drug designed to enable remyelination, which they claim no other drug can do and which would be a game changer for multiple sclerosis patients. The stock took a huge hit on the TSX for historical reasons and trades extremely low, so a promising trial result or eventual authorization would re-rate the price quickly. The author acknowledges drugs take a long time to get approvals and is holding while awaiting patient trial outcomes. resolved_asset_type_mismatch
If this drug gets a promising result and is authorized for patient use, however, that is all going to change very quickly and the price will moon.