In short: Giroux: in the takeout basket AND the proof of the non-M&A case — recommended in January in the $30s, now in the $80s after a Phase 3 success that doubles its total addressable market.
Part of Giroux's argument that small and mid-size biotechs are the market's best hunting ground: big pharma faces a $400–500 billion revenue hole as blockbuster patents expire, and can't invent enough internally — so it must buy. Cytokinetics is his proof the picks work even without a takeover: he recommended it in January in the $30s; a successful late-stage heart-drug trial that doubled its addressable market has it in the $80s. It remains on his list of seven biotechs he'd be "shocked" weren't acquired at 50–100% premiums.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.