Yet Another Value Podcast Midyear 2025 podcast ideas updates
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Jul 10, 2025 In this insightful update, Andrew Walker dives into three intriguing stock ideas for 2025: Sage Therapeutics, Keros Therapeutics, and Full House Resorts. He reveals the dynamics behind Sage's recent acquisition and speculates on potential bids from Biogen. Keros faces slow capital return, while Full House's promising insider buying is contrasted by its current lag in performance. Andrew emphasizes the importance of active shareholder engagement and insider moves in shaping company strategies, all while keeping the analysis engaging and informative.
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Sage Acquisition Undervalued
- Sage Therapeutics is being acquired for less than the royalty financing value of its lead drug.
- Biogen is likely to submit a higher bid given its strategic interest and synergies.
Engage Shareholders for Impact
- Shareholder engagement can significantly pressure company boards to act in shareholders' interests.
- Writing letters and vocal activism can accelerate processes like mergers and acquisitions.
Keros Needs More Capital Returns
- Keros Therapeutics announced a $375 million capital return but has yet to decide the return method.
- The company holds excess cash for a subscale biotech with early-stage products, needing further capital efficiency improvements.