REGENXBIO Inc. (RGNX)
Pitch Summary: REGENXBIO screens as a cash-rich, revenue-generating AAV gene therapy platform that the market is valuing at a de minimis ~$64M TEV despite multiple late-stage shots on goal and recent non-dilutive financings. The company pioneered key AAV serotypes (7/8/9) that underpin approved/advanced programs industry-wide, already earning economics on Novartis’s Zolgensma while retaining upside from […]
National CineMedia Inc. (NCMI)
Pitch Summary: National CineMedia (NCMI) operates the largest pre-movie digital cinema advertising network in the U.S., and following its 2023 restructuring, the company is positioned for a sharp earnings recovery driven by box office normalization, advertising rebound, and a transformative new AMC contract. The market currently misprices NCMI as ad weakness in autos, retail, and […]
