Added to YB: 2026-09-21
Pitch date: 2026-09-17
EWTX [bullish]
Edgewise Therapeutics, Inc.
-3.14%
current return
Author Info
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Company Info
Edgewise Therapeutics, Inc., a biopharmaceutical company, discovers, develops, and commercializes therapies for the treatment of muscle disorders.
Market Cap
$4.9B
Pitch Price
$46.79
Price Target
83.00 (+83%)
Dividend
N/A
EV/EBITDA
-20.68
P/E
-24.50
EV/Sales
N/A
Sector
Pharmaceuticals
Category
special_situation
Edgewise: why I think the phone could ring
EWTX: Edgewise is now a cardio pure play with ~$2.0B of cash and EDG-7500, a late-stage HCM sarcomere modulator that could avoid the echo/REMS infrastructure constraining approved myosin inhibitors if FDA accepts the proposed Phase 3 design. At $43.63 versus a $57 base rNPV, the fundamental case offers upside, while a plausible $65-$75 takeout could add 50-70%; FDA feedback remains the last overhang, and no deal is assured.
Read full article (2 min)