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Campaigns / Wolfpack Research → PMV Pharmaceuticals
Wolfpack Research vs. PMV Pharmaceuticals

PMV Pharmaceuticals · PMVP

1 deck published between 2022-05-19 and 2022-05-19 — 19 pages, 18 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2022-05-19 initial thesis

    b084d8_d29fea6d0f6945dabed957380c323e69

    19pp · research_note

    PMV's Phase I readout on May 26 will disappoint: PC14586 is too weak, too toxic, and too short-lived to win FDA approval, leaving only $295M of cash behind a $628M market cap.