"ARDX is cheap, growing and has a commercial catalyst in place for 2026." Karim Rahemtulla, Co-Founder, Monument Traders Alliance One of the trends Bryan and I have been following closely is biotech. The insider buying activity in this sector is becoming impossible to ignore. And one stock that keeps coming up on my radar is Ardelyx (ARDX) – a play I recently got positioned on in The War Room. ARDX has two commercial drugs – IBSRELA for irritable bowel syndrome and ZPHOZAH for chronic kidney disease. I know, not exactly cocktail party conversation. But ARDX's fundamentals caught my eye. Right now, the biotech group is projecting $500 million in sales in the year ahead, driven by the two new drugs in the early stages of a commercial ramp. It's also making smart commercial moves to drive growth. This week, ARDX announced a marketing partnership with the Ladies Professional Golf Association (LPGA), aiming to raise awareness of irritable bowel syndrome and constipation, a condition that disproportionately affects women. More awareness means more patients, and more patients means more prescriptions. Plus, with a market cap of just under $2 billion, ARDX is currently trading at about 4 times sales. That's actually cheap for a young growth company – and here's why that matters. |
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