$Krispy Kreme, Inc.(DNUT)$$Revlon(REV)$$Myovant Sciences Ltd.(MYOV)$

Reasons to consider MYOV

1) great fundamentals - great leaps in price to sales ratio (value) and also enterprise value to EBITA (growth) Q to Q. Sales going strong and positive affirmation on drugs.

a) 2 approved life saving/changing blockbusters and more pending. Not going into technical but manydoctors and client attested to the benefits and the increasing scripts speaks of itself

b) strong financials - huge cash runway of $6b+ cash for a $1.4b market capital company with incoming streams of income from tiered payments and commercialising sales of 2 great products

c) Experienced Pfizer commercialising the above drugs.. acknowledging the value with 4.2b tiered payment.. Pfizer taking this on also speaks volume andthe confidence in the 4.2b price for 50%

2) Buyout Target for Sumi who is facing a patent cliff and can fully own last of the “vant” company or secondary contender PFizer who is flooded with cash and looking to buy. Lots of M&A happening in this space.

3)Fantastic Value and looking at a reversal trend. Cyclical move into biomed.. great oppty and timing for the buyout before price become higher…and short squeeze due to manupulation of the bullies in a Low float enviroment… through observation of the capital flow trends and also price movements.

P.S. Lynn have expiring options on Jan 2022…

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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