How Investors May Respond To Gubra (CPSE:GUBRA) Securing Amylyx GLP-1 Milestones And Royalty Upside
Gubra recently secured a significant milestone payment of US$4,000,000 from Amylyx Pharmaceuticals for AMX0318, a GLP-1 receptor antagonist, with potential for over US$50,000,000 in additional milestones and mid-single-digit royalties. This collaboration reinforces Gubra's partnered research model, where such agreements with large pharmaceutical companies are crucial for its investment narrative, balancing its inherently lumpy revenue and still-new leadership team. While the immediate payment is modest against recent inflows, it broadens future royalty potential and demonstrates execution under new management, even as some valuation reports suggest Gubra might be undervalued.
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