$520M EV cancer testing co with a path to $100M EBIT in 2029 from a product that is less than 1% of their sales today. Deeply underestimated, $PSNL has the potential to 4x from here in short order.
The most compelling part of this story for me is Tempus moving to expand its stake. When a dominant player doubles down, it signals conviction from folks who are more knowledgeable than me. I’m happy to be the silent partner invested alongside them in what looks like a transformative opportunity ahead of PSNL.
I've given my estimate on fair value in the blog post. I think you have to match your sell price with your risk tolerance. That is going to be different for everyone.
Very well written! Helps put the pieces together with $TEM for me. I don’t usually invest in biotechs as it is out of my circle of competence ($TEM is on the edge) but it looks extremely promising. Do you have any timeline on medical coverage approval? I might of missed it. I probably won’t invest directly but if $TEM has a ~20% stake the I have some exposure
Sitting on nice gains a little confused at the moment.... there is competition and scaling the # of tests could take awhile, but very compelling product
The most compelling part of this story for me is Tempus moving to expand its stake. When a dominant player doubles down, it signals conviction from folks who are more knowledgeable than me. I’m happy to be the silent partner invested alongside them in what looks like a transformative opportunity ahead of PSNL.
What’s your assessment on a fair value price? I’ve been dollar cost averaging my position for a couple months now and would like to exit here at $11.
I've given my estimate on fair value in the blog post. I think you have to match your sell price with your risk tolerance. That is going to be different for everyone.
Very well written! Helps put the pieces together with $TEM for me. I don’t usually invest in biotechs as it is out of my circle of competence ($TEM is on the edge) but it looks extremely promising. Do you have any timeline on medical coverage approval? I might of missed it. I probably won’t invest directly but if $TEM has a ~20% stake the I have some exposure
Sitting on nice gains a little confused at the moment.... there is competition and scaling the # of tests could take awhile, but very compelling product