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"The All-In team closed off their last podcast talking about the Polymarket deal with Intercontinental Exchange (NYSE-US). It had a private valuation before the US election of US$350mm and this recent US$2B investment puts it at US$9B. ICE Announces Strategic Investment in Polymarket. (I wish I was offered some private shares last year)"
X Link @schneid93325644 2025-10-11T00:11Z XXX followers, XX engagements
"$DAWN Ojemda US product sales by quarter post launch v. $CTIC Vonjo. CTIC was acquired for an EV of $XXX. DAWN EV = $350MM at $8/share. Hopefully a sale of DAWN is near. Otherwise DAWN plans to develop DAY-301 when 95-98% of new cancer drugs in P1 are never approved $XBI $IBB"
X Link @NightOwlBiotech 2025-10-03T15:06Z 1376 followers, 1224 engagements
"Updated FY26-28 revenue multiples for all comm'l-stage oncology focused bios w/MCs north of $350MM @ 8/22/25 We'd guess (that's all it is) $SNDX is the most likely near-term M&A candidate $INCY $RIGL has doubled since their Q225 CC $EXEL $JAZZ $ADCT $DCTH $AUTL $VSTM $DAWN"
X Link @NightOwlBiotech 2025-08-23T14:19Z 1377 followers, 3564 engagements