LVTX: The hottest CVR in town
3 months ago
BiotechBonanza
"LVTX CVR: Trading at 25-33¢ vs $23.89 face value from Pfizer/JNJ milestones (1-1.3% of potential). 10yr term, 75% of partnership proceeds to holders. Pfizer advanced asset to Phase 1 (260 patients), JNJ filed IND Oct 2024. $643M Pfizer milestones, $195M JNJ outstanding. Historical 50% Phase 1→2 success rate could trigger payouts exceeding entire CVR cost."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
LVTX: The hottest CVR in town
Source:
BiotechBonanza
Published:
September 23, 2025
Idea Type:
Stock Idea