BUY BWB - Business With Brian Conviction3/5 Analysis quality60/100 now
The YouTuber sees Summit Therapeutics as a speculative buy due to its promising cancer drug for non-small cell lung cancer, which has shown high efficacy in trials and received fast-track FDA approval. While currently pre-revenue, its market cap of $1.6 billion makes a 10x growth to $16 billion realistic, especially given the market size of competitor drugs. The investment is contingent on eventual FDA approval.
“This company has great upside but without having a physical product generating income today then it's difficult to want to invest a ton of money right away so it's a good one to cost value average in my opinion” — ▶ 8:40