Added to YB: 2026-06-02
Pitch date: 2026-05-31
QTTB [bullish]
Q32 Bio Inc.
Author Info
No bio for this author
Company Info
Q32 Bio Inc., a clinical-stage biotechnology company, develops novel biologics to restore healthy immune balance in patients with alopecia areata and other autoimmune and inflammatory diseases driven by pathological immune dysfunction.
Market Cap
$187.4M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.41
P/E
4.26
EV/Sales
2.80
Sector
Biotechnology
Category
special_situation
$QTTB stock pitch - part 2; the main thesis!
QTTB: IL-7 biologic Bempikibart for alopecia areata. Phase 2a data sloppy/manipulated (30% dropout, PP not ITT, true SALT delta ~11 vs 18 benchmark), but binary SALT20/30 responses statistically real, biology strong. Phase 2b summer readout w/ younger patients (2yr vs 5yr) could 4x EV; trades near cash. Asymmetric special-sit; risk: type 1 error, untrusted mgmt.
Read full article (18 min)