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Unicycive Therapeutics
Featured
content by Unicycive Therapeutics
ST
stuart_roberts
Community Contributor
Looking to be second time lucky with a game-changing new product
Key Takeaways Unicycive has successfully completed clinical development of its lead asset, Oxylanthanum Carbonate (OLC). OLC has been designed to improve on current phosphate binders by offering better efficacy, fewer pills, and improved tolerability over alternative treatments for hyperphosphatemia chronic kidney disease patients on dialysis.
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US$21.53
FV
70.8% undervalued
intrinsic discount
Set Fair Value
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2.7k
users have viewed this narrative
8
users have liked this narrative
0
users have commented on this narrative
46
users have followed this narrative
about 1 month ago
author updated this narrative
PlaySide Studios
HE
HegelBayeBagel
Community Contributor
PlaySide Studios: Market Is Sleeping on a Potential 10M+ Unit Breakout Year, FY26 Could Be the Rerate of the Decade
PlaySide Studios (ASX: PLY) is still being priced like a sleepy, low-growth work-for-hire studio, despite now sitting on the largest and most statistically credible IP slate in its history, backed by hard wishlist data and a materially leaner cost base. After reviewing the updated Steam wishlist data, indie comps, sell-through ratios, past margins and the latest company guidance, my view is: If the upcoming slate lands even “normally well”, FY26 earnings power justifies a move from ~0.265 today into the 0.70–1.00 range over the next 12–18 months, with upside beyond that if one title genuinely breaks out.
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AU$0.84
FV
60.7% undervalued
intrinsic discount
32.00%
Revenue growth p.a.
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2k
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7
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2
users have commented on this narrative
11
users have followed this narrative
16 days ago
author updated this narrative
Inotiv
AN
AnimalDoctorKwon
Community Contributor
Inotiv NAMs Test Center
Dear Inotiv, My name is Jong Ik Kwon, DVM , a graduate of Seoul National University College of Veterinary Medicine. Earlier in my career, I worked for Kwangdong Pharmaceutical as a Clinical Research Manager (CRM) for two years , where I gained direct experience in clinical development, regulatory processes, and pharmaceutical operations.
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US$1.2
FV
78.3% undervalued
intrinsic discount
-50.39%
Revenue growth p.a.
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3.7k
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6
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2
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19
users have followed this narrative
8 days ago
author updated this narrative
Cognyte Software
TH
TheValueDetector
Community Contributor
This isn’t speculation — this is confirmation.A Schedule 13G was filed, not a 13D, meaning this is passive institutional capital, not acti
The Cognyte Story: The Most Undervalued Intelligence Company on Earth The Setup Imagine finding a company that does essentially what Palantir does — AI-powered investigative analytics for governments, military intelligence agencies, and national security organisations — but you’re paying 1.6x revenue instead of 130x. That’s not a typo.
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US$95.67
FV
92.9% undervalued
intrinsic discount
60.00%
Revenue growth p.a.
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4k
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6
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2
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36
users have followed this narrative
7 days ago
author updated this narrative
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TE
TexasIronLegend
on Tesla
·
Updated
23 minutes ago
The Transition From Automaker To AI Behemoth Is Underway, But Priced In
Fair Value:
US$400
3.0% overvalued
intrinsic discount
1
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users have followed this narrative
0
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CO
Coward_Nutlick
on Elicio Therapeutics
·
Updated
about 2 hours ago
10 mg adjuvant = 100% mKRAS specific T-cell response rate
Fair Value:
US$100
91.3% undervalued
intrinsic discount
13
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Popular Narratives
DA
davidlsander
on Ubisoft Entertainment
·
Updated
17 days ago
Is Ubisoft the Market’s Biggest Pricing Error? Why Forensic Value Points to €33 Per Share
Fair Value:
€33.8
87.9% undervalued
intrinsic discount
9.9k
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59
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5
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TA
Talos
on Tesla
·
Updated
21 days ago
The "Physical AI" Monopoly – A New Industrial Revolution
Fair Value:
US$665.36
38.1% undervalued
intrinsic discount
7.4k
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47
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19
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AN
AnalystConsensusTarget
on Microsoft
·
Updated
3 days ago
Analyst Commentary Highlights Microsoft AI Momentum and Upward Valuation Amid Growth and Competitive Risks
Fair Value:
US$596
33.4% undervalued
intrinsic discount
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1288
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Trending Discussion
RO
RockeTeller
on Rio Silver
·
Updated
about 23 hours ago
yes it is, I'm bought it. My other silver hold: ASL, KUYA, BRC, AGAG, AAG, SLVR, BML, GGD, SCZ
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TH
TheInvestingFool
on PlaySide Studios
·
Updated
3 days ago
Looks interesting, I am jumping into the finances now. Your 15% margin seems high for a conservative model, can't just ignore the years they need to invest. You didnt seem to mention that they had to dilute the sharebase by issuing ~40mil shares. raising ~8 mil. should be enough if mouse does OK. If not they will need to raise more to suvive. Losing 20m a year, 14m after there 6m cutbacks. Am I reading it right that they have no debt. have they any history of raising debt? First look it is too dependant on the mouse and GoT games. they do well stock will 2-3x, poorly and it will drop. I am not sure I agree with your work for hire backstop. Unlikely meta horizons will continue with the same size contract going forward. say 10% margins and 15x multiple on 30m. that is 45m, which with the new sharecount is 10c. It is a backstop but maybe not that strong. Mouse fails and devs could start jumping ship and outside contracts could dry up. Hmm on top of all that AI could be disrupting the work for hire model. I think I have mostly talked myself out of it. Although Mouse looks good and does seem like the type of game that could go viral on twitch for a few months. If it does you will likly get a great return 5x plus. crap maybe I am talking myself back in.
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DO
Dom_Manta_Diver
on Inotiv
·
Updated
3 days ago
High bankruptcy probability - definitely wouldn't buy. I am surprised that this popped up in my mail today.
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0
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