Added to YB: 2026-02-06
Pitch date: 2026-02-05
GOSS [neutral]
Gossamer Bio, Inc.
-14.75%
current return
Author Info
Biotenic is a freelance L/S biotech investment analyst sharing investment theses. Sign up for the newsletter.
Company Info
Gossamer Bio, Inc., a clinical-stage biopharmaceutical company, focuses on developing and commercializing seralutinib for the treatment of pulmonary arterial hypertension (PAH) in the United States.
Market Cap
$523.1M
Pitch Price
$2.48
Price Target
7.40 (+251%)
Dividend
N/A
EV/EBITDA
-3.62
P/E
-3.29
EV/Sales
12.39
Sector
Biotechnology
Category
special_situation
GOSS Ph3 PROSERA Readout
GOSS (readout overview): Seralutinib Ph3 readout imminent - binary +200%/-90% event. Ph2 showed stat-sig PVR reduction but minimal 6MWD benefit. WHO Class III subgroup analysis drives bull case but concerns include: 1) Original imatinib data had 40% dropout rate potentially selecting outlier responders 2) PVR stratification in seralutinib underwhelming vs WHO class 3) OLE crossover showed only ~1m 6MWD benefit in severe patients. Lean negative on total evidence.
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