GOSS Gossamer Bio Inc

$GOSS POV, it’s December 2026, you held through 8 months of duress, dilutions, tormented by shorters, losing 90% of your investment, but held on to your conviction, kept on buying despite seeing all red, and the FDA accepts the NDA filing without any hassle and grants it priority review, stock trades at $300, and you’re set for life! Just sharing hope. 🫠

$GOSS As a Biostatistician seralutinib NDA in pulmonary arterial hypertension (PAH) this September, which is a critical milestone that could lead to regulatory approval and market entry to potential $2.6 Billion a year treatment. As a purpose built, potential first-in-class therapy with a differentiated mechanism that is designed to address the underlying biology, we believe that seralutinib has peak sales potential of $2BN+ in PAH WW. Now, in addition to what Bob has talked about the demeanor from the FDA, which was very, very positive and surprisingly collaborative. We also, just a few days after our meeting, the FDA revised their draft guidance, noting almost explicitly that in high unmet need rare diseases, that 0.05 is the functional standard. With our 0.032 on our primary and a positive phase Il with a PVR primary endpoint, we think a very, very reasonable tolerability and safety profile, especially in this disease. ✌️🙏❤️‍🩹

$GOSS Halfway to the FDA's decision of approving the NDA (30 out of 60 days) we'll be double of what we are now, share price wise. That's about the lowest price target of the analysts. After the accepted NDA filing and set PDUFA date we'll be double that – at $44–45 which is only half of the $90 price target of H.C. Wainwright. Many analysts price in already Seralutinib's success with way higher targets. This is the absolute bottom where we stand now. Huge growth ahead of us! Buying more!

$GOSS With our 0.032 on our primary and a positive phase Il with a PVR primary endpoint, we think a very, very reasonable tolerability and safety profile, especially in this disease where tolerability is the real reason why patients turn off drugs in the first place. We view our risk-benefit as highly attractive, and we believe that the FDA is supportive of that, and we've seen that from their demeanor, and we've also seen that from their change in draft guidance. ✌️🙏❤️‍🩹

$GOSS It will reach $25 once FDA approval is confirmed; they're currently trading it around $10 or $12. If there's negative news, it will drop to $1. Risk-takers will buy; I bought. Those who are patient will surely reap the rewards.

$GOSS : From today, to next 60 days - the real game begins. Let's see how long the market can keep justifying a $ 65 M market cap.

$GOSS submitted its first FDA NDA for seralutinib to treat pulmonary arterial hypertension.

$GOSS Been accumulating quietly after the R/S since the float is so low have to buy shares at the ASK or the order is not getting filled. PPS will blast past $20.00 after NDA filing and $90.00 after FDA accepts the NDA. ✌️🙏❤️‍🩹

$GOSS I hold/bought already bc volatility is not issue for me. Stock can go up also. Over 50% chance of approval and over $100 stock price vs CRL and $0. I just assume over 50% odds. But 50% 10X and 0% $0, zero expected value then $50. SP now under $10. Tons of value on the table.

$GOSS : I realised we never spoke of pricing here, WinRevair makes >$200K per patient (PAH is a niche, but an expensive condition medically), and this answers a lot of my doubts. Sharing it here in case it helps any of ya' Mercks' is a pricey drug, it's expensive - also an injection. Seralutinib's inhaled so it's an add-on therapy. It doesn't compete directly but can also complement every other tablet/inhaled player in the PAH market. IDK anything about Pricing Strategies, but I'm assuming here that a good discount against Merck will place it in a good position since it'll compete against multiple brands (Merck will hate it for sure if GOSS is approved, let there be no doubt here, Big Pharma hate it when theirn expensive medicines are in target) I ran a model, and the Analyst PT's actually make sense, even after the dilution, I thought $30 would be the ceiling for a cap of $1B, but it's little more complex than that. (1/2) cont'd

$GOSS If you look at the three month chart, it’s easy to see we’ll go back to at least $16 soon when the NDA acceptance comes. You can’t argue that it’s already priced in. Where? We’re at the literal bottom of all time! When the drop came and retail sold, many institutions kept loading the free fun coupons. I mean this is really, REALLY undervalued right now.

$GOSS Maybe some chance for priority review. But i assume normal 10 months review. NDA acceptance November. Now waiting game. We are very early. You have enough time to sell and buy back the stock also. But stock now at very low level, that's why i have already full position.

$GOSS Next NDA acceptance (November). Label talks (Q2 2027). Potential AdCom (late Q2- early Q3). PDUFA (Q3)

$GOSS I can’t really predict shit but I really think Goss is going to be a crazy fun ride starting soon.

$GOSS People, let’s not pump this anymore at all or post bullish, because I want to be able to load up CHEAP!

$GOSS Hopped in. Suprisingly low volume for NDA. No ANY hype. Good sign. Let's give this couple of days to cook.

$GOSS Just utter napkin math here. Using 13.4 million shares to account for dilution. $250M market cap would put us at $18.65. Seems like a reasonable number for where we should be upon acceptance of the NDA. $500M market cap at PDUFA - $37.30 per share. $1B upon approval - $74.63 per share. US TAM for PAH roughly $2.6B. Grab 10% of that for $260M annually. NIA. Just ramblings.

$GOSS So they add Greg Ciongoli to the board. I read that as at the very least somewhat bullish. Why would he join a sinking ship and have that on his resume? Possibly to take this private which could still be good, but not as good as going it alone or a BO, assuming they get FDA approval. Interesting timing is all.

$GOSS imho, those who are financing the approval milestones are the ones shorting the stock. Perfect hedge with their warrants and the lower they can drive the stock price ahead of the acceptance milestone, the more shares they will receive for their $125M. We need a $GME retail push in the week prior to November 23. 

$GOSS $GOSS $GOSS -27.7% in a month, that’s how the market punish the stocks that they do reverse split, 1 for 80 it’s huge even management has lost hopes in here, literally in January was over 230$, looks like it’s over unless it gets any one time jump