Added to YB: 2026-03-09
Pitch date: 2025-12-29
SNSE [bullish]
Sensei Biotherapeutics, Inc.
+258.21%
current return
Author Info
No bio for this author
Company Info
Sensei Biotherapeutics, Inc., a clinical-stage biotechnology company, engages in the discovery and development of therapeutics for cancer patients.
Market Cap
$39.8M
Pitch Price
$8.71
Price Target
11.97 (-59%)
Dividend
N/A
EV/EBITDA
-0.81
P/E
-1.64
EV/Sales
N/A
Sector
Biotechnology
Category
special_situation
Sensei Biotherapeutics, Inc. - $SNSE
SNSE: Busted biotech at 35% discount to liquidation value. $25M cash, no debt, 65% RIF done ($1.6M severance in Q4). Drug development ceased. Strategic alternatives announced 10/30/25 (asset sale, M&A, or wind-down). Est. $11.97/share liquidation value vs current price. $150.6M federal NOLs ($114.4M indefinite life) add upside optionality. 6-month consulting agreements w/ ex-mgmt suggest near-term conclusion. Risks: process drags on, poor strategic outcome. Catalyst: completion of strategic alternatives.
Read full article (4 min)