In this episode of FOMO Investing, we dive into the full story of Checkpoint Therapeutics, a microcap biotech that just entered into an agreement to be acquired by Sun Pharma. Brian walks us through his personal “theory of the case”—from early conviction to final outcome—including investor psychology, capital efficiency, clinical development hurdles, and what the CVRs (Contingent Value Rights) might still deliver post-deal.
We explore the science behind Checkpoint UNLOXCYT™. How Checkpoint navigated FDA delays, dilution, and an unforgiving cash runway — all leading to an eventual $355 million acquisition.
Whether you're into biotech investing, thesis-driven trades, or just love a good underdog story, this one is packed with lessons on risk, timing, and what it takes to bring a new cancer therapy to market.
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