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SPRO

Spero Therapeutics Inc

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r/pennystocksSee Post

SPRO valuation disconnect?

r/pennystocksSee Post

Spero Therapeutics $SPRO

r/pennystocksSee Post

SPRO - 50 Shades of Green

r/stocksSee Post

Spero Therapeutics is one of the strangest situations I’ve ever come across in biotech

r/pennystocksSee Post

[DD] Why NTLA and SPRO are good

r/pennystocksSee Post

$SPRO, on track as I have predicted, one of the safest biotech bet out there. GSK and SPRO made another PR this morning.

r/pennystocksSee Post

Why $SPRO Might Be One of the Safest Undervalued Biotech Plays: Backed by GSK

r/pennystocksSee Post

Spero Therapeutics SPRO A Chance For a 10 bagger! 02Sep2025

r/smallstreetbetsSee Post

SPRO

r/pennystocksSee Post

I posted about SPRO before it ran. NRXP is next. Up twenty five percent already since I posted with June 30 PDUFA coming

r/pennystocksSee Post

I called SPRO before it ran. Now NRXP is next. Up 25% already since I posted with June 30 PDUFA coming

r/ShortsqueezeSee Post

$SPRO run its course or do we see another leg up?

r/pennystocksSee Post

$SPRO and $GSK Deal

r/StockMarketSee Post

GSK and Spero Therapeutics Announce Exclusive License Agreement for Late-Stage Antibiotic Asset, Tebipenem HBr - Latest $SPRO Stock Update - #ShortSqueeze Potential

r/ShortsqueezeSee Post

GSK and Spero Therapeutics Announce Exclusive License Agreement for Late-Stage Antibiotic Asset, Tebipenem HBr - Latest $SPRO Stock Update - #ShortSqueeze Potential

r/WallStreetbetsELITESee Post

💰💰💰Good morning! #premarket #watchlist 09/22 $SPRO -Important Milestone Reached for Evaxion Biotech’s EVX-01 Personalized Cancer Therapy, $AVCT -4K form , $VRAX -Distribution Agreement to Market Monkeypox Virus Real-Time PCR Detection Kit with Cosmos Holdings Inc.

r/smallstreetbetsSee Post

💰💰💰Good morning! #premarket #watchlist 09/22 $SPRO -Important Milestone Reached for Evaxion Biotech’s EVX-01 Personalized Cancer Therapy, $AVCT -4K form , $VRAX -Distribution Agreement to Market Monkeypox Virus Real-Time PCR Detection Kit with Cosmos Holdings Inc.

r/stocksSee Post

$SPRO, a stock with great squeeze potentials

r/StockMarketSee Post

#premarket 07/01 $BGI $ATHE $CPOP $WNW $SPRO

Mentions

I'm in $CMPX, been getting knocked around pretty hard. 43% short where institutions own 75+% of shares. 52 mil available. Oct 24th is the next catalyst (decision on application) anybody been looking at this? Also $SPRO $OTLK, and $CRBU. Lol went on a bit of a shopping spree with $SLS profits.

What buyout? THIS IS MY UNDERSTANDING OF THE SITUATION. Do your own due diligence, don't believe mine. This was posted on YAHOO.... Spero Therapeutics, Inc. (NASDAQ:SPRO) has entered into a $105 million non-recourse, non-dilutive royalty financing agreement with affiliates of HealthCare Royalty (HCRx), a company majority owned by KKR & Co. Inc. (NYSE:KKR), providing fresh capital to support its clinical pipeline without issuing new shares. SPRO bought an asset from Innovent for all their royalty stream from GSK until the $105 million is paid back, then after its all paid back they only get 35% of the revenue from the royalties, while the buyer gets 65%. Even if the asset they bought from Innovent is a blockbuster, initially they would barely have enough money to run Phase 2 and 3 trials if the FDA allows the trials AND if they get all the milestone payments from GSK, in addition to paying hundreds of millions(up to $1.1 billion to Innovent based on milestones). The only way they get bought out is if GSK wants to save the $300 million(approximately) in milestone payments, and they like the Innovent asset, but any buyer would be on the hook to pay back the $105 million and 65% of the promised royalties to the other company. Not clean or very profitable now. I am just a bag holder at this point. I am hoping SPRO doesn't go below $1 a share and face delisting in their endeavor to SWITCH horses from antibiotics. If they do go below $1 share price, will they do reverse stock split? I went from thinking this was a guaranteed winner with the money from the Tebipenem Hbr to a 3-5 year limbo period with multiple dilution points possible along the way. I would be happy at this point to just recoup my initial investment somewhere along the line, but its very murky now. To go from a clean win to a pivot and potential chance at a potential win 3-5 years down the road IF they have successful phase 2 and Phase 3 FDA trials is a kick in the teeth to the stockholders by the management of this company. Maybe GSK will surprise me and make an offer, but I wouldn't count on it or bet on it.

Mentions:#SPRO#KKR#GSK

CMPX, and SPRO have entered the chat...

Mentions:#CMPX#SPRO

dumped it all today at a loss, im done with SPRO

Mentions:#SPRO

I think it has been a little disappointing. Look, I am just an investor with a science degree, I don't claim to know what will happen with this stock, but the market cap last Thursday was 127MM, based on $2.20 share price. It is crazy, but based on initial milestone payments due for sales volumes, It looks like it is undervalued by a factor of 2 1/2 - three times that in sales level bonuses and milestone payments. I am not sure about returns and don't want to do the math to find net present value of future streams, but GSK has around 16% of the company's shares, this from a basic Google search on the initial agreement: The exclusive license agreement between Spero Therapeutics (**SPRO**) and **GSK** for the oral antibiotic tebipenem HBr (commercialized as **Utebzi**) is structured to transition global commercialization rights to GSK while providing Spero with substantial upfront capital, developmental milestones, and ongoing sales revenue. \[[1](https://www.gsk.com/en-gb/media/press-releases/utebzi-tebipenem-pivoxil-approved-in-the-us-for-adults-with-complicated-urinary-tract-infections-cutis/), [2](https://www.globenewswire.com/news-release/2022/09/22/2520704/0/en/gsk-and-spero-therapeutics-announce-exclusive-license-agreement-for-late-stage-antibiotic-asset-tebipenem-hbr.html)\] 1. Upfront Payments & Equity (2022) When the agreement was finalized and closed in late 2022, GSK provided Spero with immediate capital to fund the phase III clinical trial: \[[1](https://www.sec.gov/Archives/edgar/data/1701108/000119312522248772/d370224d8k.htm), [2](https://www.biospace.com/spero-therapeutics-announces-closing-of-exclusive-license-agreement-with-gsk-for-tebipenem-hbr), [3](https://www.biospace.com/gsk-and-spero-therapeutics-announce-exclusive-license-agreement-for-late-stage-antibiotic-asset-tebipenem-hbr), [4](https://firstwordpharma.com/story/5672810)\] * **Upfront License Fee:** **$66 million** cash paid to Spero for exclusive rights. * **Equity Investment:** **$9 million** direct investment. GSK purchased 7,450,000 shares of Spero common stock at approximately $1.21 per share. \[[1](https://us.gsk.com/en-us/media/press-releases/gsk-and-spero-therapeutics-announce-exclusive-licence-agreement-for-tebipenem-hbr-a-late-stage-antibiotic-that-may-treat-complicated-urinary-tract-infections/), [2](https://www.sec.gov/Archives/edgar/data/1701108/000119312522248772/d370224d8k.htm), [3](https://www.biospace.com/spero-therapeutics-announces-closing-of-exclusive-license-agreement-with-gsk-for-tebipenem-hbr)\] 1. Milestone Payment Structure The deal outlines up to **$525 million** in total potential milestone payments across three distinct phases of the drug's lifecycle: \[[1](https://www.biospace.com/spero-therapeutics-announces-closing-of-exclusive-license-agreement-with-gsk-for-tebipenem-hbr), [2](https://firstwordpharma.com/story/5765775)\] |**Phase \[**[1](https://www.sec.gov/Archives/edgar/data/1701108/000119312522248772/d370224d8k.htm)**,** [2](https://firstwordpharma.com/story/5765775)**,** [3](https://www.sec.gov/Archives/edgar/data/1701108/000119312526126244/d107475dex991.htm)**,** [4](https://finance.yahoo.com/news/spero-announces-nda-resubmission-tebipenem-130000983.html)**,** [5](https://pharmaphorum.com/news/gsk-will-file-oral-carbapenem-complicated-utis-year)**\]**|**Milestone Description**|**Maximum Payout**| |:-|:-|:-| || |**Development & Regulatory**|Paid out as the Phase 3 trial progressed and regulatory filings were made. Includes a **$25 million** payment triggered by the FDA NDA resubmission.|**$150 million total**| |**First Commercial Sales**|Triggered upon the first commercial sales of the drug in the United States and Europe.|**$150 million total**| |**Annual Sales Milestones**|Tiered cash payments triggered as cumulative global net sales cross specific revenue hurdles.|**$225 million total**| Breakdown of the $225M Sales Milestones: * **$25 million** when net annual sales exceed $200 million * **$25 million** when net annual sales exceed $300 million * **$25 million** when net annual sales exceed $400 million * **$50 million** when net annual sales exceed $500 million * **$50 million** when net annual sales exceed $750 million * **$50 million** when net annual sales exceed $1 billion \[[1](https://www.sec.gov/Archives/edgar/data/1701108/000119312522248772/d370224d8k.htm)\] 1. Tiered Royalty Percentages Spero is entitled to continuous, tiered royalties on net product sales within GSK’s territories: \[[1](https://www.sec.gov/Archives/edgar/data/1701108/000119312522248772/d370224d8k.htm), [2](https://firstwordpharma.com/story/5765775)\] * **Rate Scale:** Ranges from **low-single digits to low-double digits** (the highest tier is unlocked if annual net sales exceed $1 billion). * **Adjustments:** Royalties are subject to standard reduction clauses if third-party licenses are required, if a generic version enters the market, or if patent exclusivity expires before the 10th anniversary of the first commercial sale. \[[1](https://www.sec.gov/Archives/edgar/data/1701108/000119312522248772/d370224d8k.htm)\] 1. Operational Division of Labor * **Spero's Role:** Responsible for the operational execution and initial costs of the follow-up Phase 3 trial (the PIVOT-PO study, which successfully finished early for efficacy). \[[1](https://www.sec.gov/Archives/edgar/data/1701108/000119312522248772/d370224d8k.htm), [2](https://finance.yahoo.com/news/spero-announces-nda-resubmission-tebipenem-130000983.html)\] * **GSK's Role:** Holds exclusive rights to develop and commercialize the drug globally. GSK assumed full responsibility for additional clinical development, regulatory submissions, and all commercial launch and marketing costs. \[[1](https://www.gsk.com/en-gb/media/press-releases/gsk-and-spero-therapeutics-announce-exclusive-licence-agreement-for-tebipenem-hbr-a-late-stage-antibiotic-that-may-treat-complicated-urinary-tract-infections/)\] * **Excluded Territories:** The agreement covers all global territories *except* Japan and select Asian countries, which are retained by Spero’s long-standing partner, Meiji Seika. \[[1](https://www.gsk.com/en-gb/media/press-releases/gsk-and-spero-therapeutics-announce-exclusive-licence-agreement-for-tebipenem-hbr-a-late-stage-antibiotic-that-may-treat-complicated-urinary-tract-infections/), [2](https://finance.yahoo.com/news/spero-announces-nda-resubmission-tebipenem-130000983.html)\] Not sure, but think Spero has already gotten first $150 million, so $325 million? in milestones remain in addition to royalties paid out on sales, looked like flat rate of 1% to first $750 million then ascending from $750 million to a max low double digit royalty on sales of over $1 billion. I got this off of Stock Titan article, showing parts of 10K Spero's annual report? |**Contingent Event**|**Milestone Payment**| | |:-|:-|:-| || |**Total potential commercial milestones based on first commercial sales**|**$101.0**\*| | |First commercial sale of a product in the United States| \-|$51.0| |Second anniversary of first commercial sale of a product in the United States| \-|$25.0| |First commercial sale of a product in two European countries| \-|$25.0| |**Total potential sales milestone payments**|**$225.0**| | |Net annual sales greater than $200.0| \-|$25.0| |Net annual sales greater than $300.0| \-|$25.0| |Net annual sales greater than $400.0| \-|$25.0| |Net annual sales greater than $500.0| \-|$50.0| |Net annual sales greater than $750.0| \-|$50.0| |Net annual sales greater than $1,000.0| \-|$50.0|   \*Under the terms of the GSK License Agreement, the maximum potential milestone amount was revised from $150.0 million after PIVOT-PO was stopped early for efficacy following completion of a pre-specified interim analysis of data from 1,690 patients enrolled in the trial, thereby reducing the overall cost of the trial to the Company; the maximum potential milestone payment of $150.0 million was contingent upon the trial continuing to full enrollment, with 2,637 patients enrolled in the trial. In addition to the milestones described above, GSK is obligated to pay us royalties on annual net sales of GSK Licensed Products in the GSK Territory. Such royalties are 1% for annual sales up to $750.0 million each year and range from high single-digit percentages on annual net sales above $750.0 million each year to low double-digit percentages on annual net sales above $1,000.0 million each year. Even though Spero is a one trick pony, after discontinuing the rest of their pipeline, I would think a buyout would benefit both parties. GSK may be waiting to see how drug sales are going upon the introduction in late 2026 that they project, but a successful launch would only increse the buyout price. I am not making a recommendation, and I have no expertise in this area. Do your own due diligence if you plan on pursuing this stock.

Mentions:#GSK#SPRO#III

NFLX, TTD, FIG, Z, SPRO. Netflix has earnings soon and SPRO just got FDA approval, they will probably get bought out soon!

r/stocksSee Comment

Yeah, I’d agree. Today’s market reaction made me rethink my hypothesis on $SPRO. At this point, I hope GSK buys it out. They already own 20% and those royalties and milestone payments will add up. $SPRO owns the intellectual property but has zero control over the commercialization of the asset. Don’t know much about SPRO’s Board but small biotechs blow through loads of cash on dumb things all the time. If SPRO’s future relies on those milestone payments, then I don’t see how we go back to $3+. The fda approval was clearly priced in already. I think GSK is in a good position to buy out SPRO. Would be a win win.

Mentions:#SPRO#GSK

I got this off the online Google AI, "Yes, GSK and its partner Spero Therapeutics received FDA approval for oral tebipenem pivoxil (branded as **Utebzi**). \[[1](https://www.globenewswire.com/news-release/2026/06/17/3313706/0/en/utebzi-tebipenem-pivoxil-approved-in-the-us-for-adults-with-complicated-urinary-tract-infections-cutis.html)\] However, it is **not yet ready to sell**. While Utebzi was officially approved for the treatment of complicated urinary tract infections (cUTIs) including pyelonephritis, GSK announced that the antibiotic is anticipated to become available to U.S. patients by the **end of 2026**." This may be another reason for the sell off, drug won't be used until GSK gets it into distribution. Unless sale to GSK occurs, I guess I don't expect big movement in SPRO price based on unknown revenues.

Mentions:#GSK#SPRO
r/stocksSee Comment

But there was no hope for anything better for SPRO going into this.,,

Mentions:#SPRO
r/stocksSee Comment

Perhaps. I’m not sure I believe this is just because investors stopped reading the label. I’m in at 500 shares and will hold. Curious to see what happens. But my concern is this is a bigger win for GSK than it is for SPRO. With nothing else in the pipeline, isnt SPRO just going to become a milestone holding company?

Mentions:#GSK#SPRO

What is happening with SPRO?? I don’t see any news anywhere. Supposed to be FDA approved tomorrow and it’s tanking

Mentions:#SPRO

Im so confused, why are people throwing their money into a fire? There's nothing to that, not even hopium. Its an attempt at a company in a death spiral. No CEO. No business. No revenue. No contracts. No infrastructure to capitalize on. No strategic partners. Two reverse splits in 3 months. There's so many penny stocks that have promising stuff, context around them that could make it worth it (PALI, SRXH, AIM, SPRO, HOVR, MAPS), ADTX has literally nothing. This should be used as a litmus test to see if you are a sped. And I know for a fact most of yall are just seeing the target price that is auto-generated by forecasting sites extrapolating reverse-split-adjusted historical prices and think its accurate and youll be rich. You wont.

Bought some $SPRO stocks today.

Mentions:#SPRO
r/wallstreetbetsSee Comment

SPRO🚀….. volume increases just started and 10 days to PDUFA approval date!

Mentions:#SPRO
r/wallstreetbetsSee Comment

Buy….buy. SPRO🚀

Mentions:#SPRO
r/pennystocksSee Comment

SPRO - PDUFA on 6/18th, high chance of getting approved, but restrictive labeling is a minor risk as well Stocks at decent prices right now imo: AVIR, RNAC, COYA, NBP, DTIL, SLDB

r/pennystocksSee Comment

Any opinions on $SPRO?

Mentions:#SPRO
r/pennystocksSee Comment

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Mentions:#SPRO
r/pennystocksSee Comment

SIDU, SPRO and SVRA. Undervalued penny stocks and catalysts due in 2-3 months 🚀

r/pennystocksSee Comment

SPRO is a completely stupid play. They literally have sold the product and won't be benefitting from any positive readout. I truly don't understand how someone could hope to benefit from this stock. Good luck though

Mentions:#SPRO
r/stocksSee Comment

SPRO. Trading at about $2.50 now. Developed an oral antibiotic for complicated urinary tract infections on track for FDA approval this year. It's a niche medication for a common medical problem. Probably won't be 10x but maybe 5x which I'll take

Mentions:#SPRO
r/pennystocksSee Comment

SPRO I agree and will be buying 2k shares. Other company not feeling. https://preview.redd.it/apd4ocwfdgng1.jpeg?width=1125&format=pjpg&auto=webp&s=a049cbb63738767ac0b6abfdb98205f4c0baa571 Not feeling it

Mentions:#SPRO
r/pennystocksSee Comment

Aside from SPRO, I am also holding MAIA and IBRX. They are less certain short term. Woth keeping an eye on.

r/pennystocksSee Comment

Their partner (Glaxo) for their lead/only drug is supposed to file the NDA before end of calendar year. In addition to the good news of having the NDA filed, it also triggers a $25 million milestone payment for Glaxo. 25 mill is lot of money for SPRO.

Mentions:#SPRO
r/pennystocksSee Comment

Yeah, I was hoping for quick buck with the January calls. Oh well. SLS and SPRO biotechs with potential catalysts in December still in play for me.

Mentions:#SLS#SPRO
r/pennystocksSee Comment

SLS, MIST, SPRO, RVPH all dumped at about same time. All the little biotechs I'm watching with news expected in Dec. dumped. Indicates that the dumps in each stock are not due to news leaks or rumors of negative news. Indicates a reversal of that particular play. Every play (chip tech, AI, critical metals, nuclear, space, tiny float stocks, etc.) has an expiration date. The pre-news pumps on these little biotechs may be done. What the actual news says gonna determine where these stocks go.

r/pennystocksSee Comment

SPRO (antibiotic NDA filing with associated $25 million milestone payment), MIST (cardiac drug, PDUFA date), maybe something with BRFI?

Mentions:#SPRO#MIST
r/pennystocksSee Comment

SLS could announce their positive (or negative) Phase 3 AML results any day. Announcement from SPRO that the NDA for their antibiotic was filed also due any day now.

Mentions:#SLS#SPRO
r/pennystocksSee Comment

My top 5 penny biotechs in order of preference, baby: 1. SPRO, 2. SLS, 3. MIST, 4. DRTS, 5. SCYX. First 3 have events coming up in next 1 or 2 months that could move the stock either up or down. Last 2 are longer-term plays.

r/pennystocksSee Comment

Biotechs I like SLS, SPRO, SCYX, baby

r/pennystocksSee Comment

Yeah, didn't we post back and forth recently about this one and SPRO? You work in healthcare, right?

Mentions:#SPRO
r/pennystocksSee Comment

Not dramatic like LPTX... biotech SPRO is up 14% for the week. They have earnings and a business update Tomorrow after the close. Their partner GSK is due to file the NDA for their antibiotic any day now. Upon filing SPRO receives a $25 million milestone payment. 25 mill is about 20% of SPRO market cap and will almost double their cash on hand.

r/pennystocksSee Comment

Volume not impressive yesterday and today, but SPRO has been trading up about 10% from Fridays close. Earnings and business update will be Thursday. Upcoming potential catalyst is announcement of NDA filing. Filing of NDA triggers a $25 million milestone payment from their partner Glaxo. Speros market cap is $143 mill so $25 is like 20% of their market cap.

Mentions:#SPRO
r/pennystocksSee Comment

![gif](giphy|YprXbaOobMXLpR65qj) Heck yeah baby! GSK already owns 16% of them and buying them out saves GSK from paying SPRO milestone payments and royalties. GSK would probably wait until after FDA approval just because that is the most risk-averse thing to do and big pharma is notoriously risk-averse. I've seen a post-approval buyout range of from $14 to $21 per share! To me the upper range of that seems improbable, but I'd take anything in the bottom of the range fer sure.

Mentions:#GSK#SPRO
r/pennystocksSee Comment

SPRO is good longer term and also good for a quick pump. Announcement that GSK has filed the NDA could give a big pump, and then once the NDA is accepted by FDA another pump, and finally upon FDA approval a third pump. SPRO has very low cash burn (since tebipenem is their only drug they have they have no research and development costs) so once sales start coming from that they are rolling in cash, baby! Heck, they get a $25 million milestone payment when GSK files the NDA and a $101 million milestone payment once the first unit is sold!

Mentions:#SPRO#GSK
r/pennystocksSee Comment

Love SPRO!

Mentions:#SPRO
r/pennystocksSee Comment

What I'm eagerly anticipating this week: \- LMFA earnings Wednesday Nov. 12 \- SPRO earnings and business update Thursday Nov. 13 \- NFE earnings and business update: date uncertain. Most common current guess that I'm seeing is Weds Nov. 12.

r/pennystocksSee Comment

Here's a trade before the spike: SPRO

Mentions:#SPRO
r/pennystocksSee Comment

Agree, low risk on this one and 10x not happening. Low risk penny stock biotechs are uncommon indeed and SPRO stands out for that alone. Potential for maybe 8x is there though. In a buyout GSK could offer high teens meaning as much as 8-fold from current prices. I'm in 2,500 of the shares, $3,500 in Jan. 2026 calls to play a pump from NDA submission and $5,000 in April 2026 calls to play a pump from announcement from FDA of NDA receipt and start of review.

Mentions:#SPRO#GSK
r/pennystocksSee Comment

In on half my BYND position still. SPRO looks primed for a big move today, CGC also looks like it’s getting ready for a move.

r/wallstreetbetsSee Comment

Market rotation is under way. From tech to health care. XBI perked up. SPRO SGMT PROK ready to moon.

r/wallstreetbetsSee Comment

PROK SPRO SGMT Train is leaving

r/wallstreetbetsSee Comment

Was posting POET for last few days and now every is chasing. In SPRO SGMT PORK to go bonkers. Waiting on LAES to cool down.

r/wallstreetbetsSee Comment

$SPRO perking up. Dormant since p3 result. $GSK buyout coming?

Mentions:#SPRO#GSK
r/pennystocksSee Comment

Not the most thrilling? 7x move in 4–6 months isn’t thrilling? Lol. if that’s boring, I need more boring plays from you. But seriously, that $14–$21 range bakes in a lot of best-case and assumes the market front-runs GSK or a buyer.What gives you confidence the market will price that in pre-approval? Also PASTEUR’s still just a ‘maybe,’ not a milestone... even though there is bipartisan support, its been in legislative pipeline for a few years now. How would this really impact SPRO? Can you share what timeline you are looking for NDA submission and FDA Approval? Very interesting. Appreciate the insights

Mentions:#GSK#SPRO
r/pennystocksSee Comment

Ok here’s the AI response to these ridiculous price targets just to be objective here : Here are the main issues: ⸻ 🔹 1. “No dilution risk until 2028” is unrealistic • The DD claims Spero has cash until 2028 and won’t dilute. That’s not accurate. • Their last 10-Q showed a limited cash runway, extended by GSK milestones — but not enough to fully eliminate dilution risk. • Small biotechs almost always raise more capital before commercialization, even with a partner, especially when relying on royalties (which are low %). • Expect additional equity raises in the 1–2 years post-FDA approval. ⸻ 🔹 2. Overstating royalty economics • The DD suggests royalties could hit $190M/year if sales beat $2.7B. That’s misleading: • The royalty tiers are low (low single digits to low double digits). • For SPRO to see $190M/year, Tebi would have to sustain multi-billion sales at the high royalty tier — which is highly unlikely for an antibiotic. • Realistically, royalties would probably be in the $30–60M/year range at peak. • That makes the “FDA approval = $7–9 stock” assumption too aggressive. ⸻ 🔹 3. Overinflated buyout thesis • GSK holding ~16% is not a guarantee of a buyout. • Large pharma frequently partners without acquiring — especially in antibiotics, a space known for poor commercial returns (Melinta, Achaogen, Paratek all struggled). • Antibiotics have been historically weak M&A targets, even with strong trial data. ⸻ 🔹 4. Ignoring FDA label risk • FDA approvals for antibiotics often come with narrow indications, which can cut revenue potential. • The DD assumes a broad label for cUTI, but the FDA could restrict usage to ESBL-E or resistant pathogens only, reducing uptake. ⸻ 🔹 5. Valuation math problems • Market cap is ~$110M now. • The DD’s price targets ($7–9 approval, $14–21 buyout) imply >10x upside, but that ignores: • Near-term dilution • Modest royalty flows • Narrow label risk • Competition (new IV/oral agents are in the works, plus generics will pressure pricing) • A more grounded post-approval valuation might be $3–5/share near-term, drifting lower as dilution sets in unless sales surprise to the upside. ⸻ 🔹 6. Misleading claim about “no clinical risk” • The trial was stopped early for efficacy — great news, but it doesn’t make approval guaranteed. • FDA previously issued a CRL for Tebi (2022). They’ll scrutinize the new dataset carefully. • Manufacturing and resistance-pattern questions could still trip them up. ⸻ ✅ Bottom Line The DD oversells SPRO as “safe” and massively undervalued. What’s wrong with it is mainly: • Overstating GSK’s commitment → implies buyout is inevitable. • Overstating royalty value → ignores real-world antibiotic pricing. • Understating dilution risk → cash needs are not solved through 2028. • Assuming broad FDA approval → label could be narrow. • Unrealistic price targets → ignores past antibiotic failures. SPRO does have a real catalyst and backing, but future share price is more likely to see a pop into the $3–5 range around FDA approval than the $7–21 that DD projects, unless something very unexpected happens. ⸻

r/pennystocksSee Comment

Have you actually read it? SPRO has succeeded phase 3, and they even have a big pharma as a partner who will be doing regulatory works and commercialisation. ATYR had neither. I am not trying to argue, just stating facts :-)

Mentions:#SPRO#ATYR
r/pennystocksSee Comment

[https://www.gsk.com/en-gb/media/press-releases/gsk-and-spero-therapeutics-announce-exclusive-licence-agreement-for-tebipenem-hbr-a-late-stage-antibiotic-that-may-treat-complicated-urinary-tract-infections/](https://www.gsk.com/en-gb/media/press-releases/gsk-and-spero-therapeutics-announce-exclusive-licence-agreement-for-tebipenem-hbr-a-late-stage-antibiotic-that-may-treat-complicated-urinary-tract-infections/) GSK's PR on the licensing/partnership deal with SPRO Furthermore, GSK has recently received a FDA approval for uUTI antibiotics last year, and getting cUTI will complete their UTI portfolio.

r/pennystocksSee Comment

Def looking at ACHV (PDUFA next year) SPRO (PDUFA next year with partner), GOSS (Data in Feb2026) and INO (Maybe approval mid 2026) along with QNCX (Data 1st Q 2026)

r/pennystocksSee Comment

Nice, also in SPRO to, thats looking good later in the year for sure! FBIO has burnt me to many times to trust it

Mentions:#SPRO#FBIO
r/pennystocksSee Comment

$SPRO, extremely undervalued biostock partnered with GSK. Phase 3 ever early due to efficacy and GSK will handle NDA filing and commercialisation. $325M pending milestone payments and tiered royalties per sales. Currently sitting at market cap of $110M. No brainer. Full comprehensive DD coming next week. Big discount today.

Mentions:#SPRO#GSK#DD
r/pennystocksSee Comment

QNCX 1.59 - Under 100M Market Cap, P3 data for a rare pediatric disease coming in 1Q 2026. Rare pediatric disease vouchers sell for about 100M if they can get approval. Have Money until data [https://youtu.be/QAXNo9ujQQo](https://youtu.be/QAXNo9ujQQo) INO 2.80 - 150M Market Cap got rolling submission and it depends if they get priority review, but there product should be out Mid 2026 (if they get priority), Only 1 other drug on the market, they are slightly better Already up 100% (sold half of my shares so I am free rolling), Think it could get to 300M Market Cap with approval, could be an issue if they dont get the quick review because they would need to raise more cash [https://youtu.be/7BIXD8\_Ay9Y](https://youtu.be/7BIXD8_Ay9Y) SPRO 2.15 - 120M Market cap, NDA will be filled in 4Q 2025 (triggers a 25M milestone), approval 3Q/4Q 2026 (another 51M milestone on approval (well first sale). Already have a partner, has no money issues with that 25M coming in 4Q 2025 (Its for filling an NDA which I know GSK will do correctly) [https://youtu.be/CpOIz1CcN6I](https://youtu.be/CpOIz1CcN6I)

r/pennystocksSee Comment

According to Spark, TipRanks’ Analyst, SPRO is a Neutral. Spero Therapeutics is currently facing significant financial and operational challenges, as evidenced by declining revenues, negative profit margins, and operational inefficiencies. Technical analysis suggests ongoing bearish momentum, while valuation metrics highlight financial struggles due to a negative P/E ratio.

Mentions:#SPRO
r/pennystocksSee Comment

Don’t see where you’ve posted SPRO mate

Mentions:#SPRO
r/pennystocksSee Comment

Anyone still following SPRO? Seems phase 3 testing has some promise..

Mentions:#SPRO
r/investingSee Comment

https://prospectus-express.broadridge.com/summary.asp?clientid=ingll&doctype=SPRO&fundid=92913K298 I don't know what specifically they're offering you, but a company with a 5% load on their flagship product is probably not going to be good. That fund has badly underperformed the benchmarks, so no, in general I would not pay that company to manage my money when the fund strategy is easy to do on your own.

Mentions:#SPRO
r/pennystocksSee Comment

For my friend in SPRO it is recovering right now.

Mentions:#SPRO
r/pennystocksSee Comment

$SPRO si going to 3 $ at least now

Mentions:#SPRO
r/ShortsqueezeSee Comment

Anyone on SPRO?

Mentions:#SPRO
r/stocksSee Comment

SPRO..real deal way it looks and great partner in GSK

Mentions:#SPRO#GSK
r/pennystocksSee Comment

Congrats to anyone who got into SPRO! Last night was $.70 closed today at $2.3!

Mentions:#SPRO
r/wallstreetbetsSee Comment

anyone see SPRO jump 250%???

Mentions:#SPRO
r/pennystocksSee Comment

SPRO might recover friend. 2.16 right now

Mentions:#SPRO
r/pennystocksSee Comment

SPRO in

Mentions:#SPRO
r/pennystocksSee Comment

They are handling SPRO like a rag doll. Halted whenever they don't like what it's doing 

Mentions:#SPRO
r/pennystocksSee Comment

If it makes you feel any better, I got into SPRO at 2.4 before the SGN news dropped, so I'm at a bit of a loss too.

Mentions:#SPRO#SGN
r/pennystocksSee Comment

SPRO trade halt

Mentions:#SPRO
r/pennystocksSee Comment

Wonder if SPRO will have more action at market open

Mentions:#SPRO
r/pennystocksSee Comment

I think I’m gonna wait til market open to sell off SPRO… I thought it was gonna be like that stock from yesterday, but we’ll see

Mentions:#SPRO
r/pennystocksSee Comment

For your information; SPRO phase 3 stage with partnership with GSK, if approved by FDA it will be first oral medicine for complicated UTI aka cUTI. ITRM FDA approved drug and the first oral medicine for uncomplicated UTI aka uUTI. I guess the GSK name behind SPRO lead the pump of the stock. And yes I’m holding ITRM close to 3 month! Patiently waiting for buyout or partnership announcement

r/pennystocksSee Comment

SPRO not just rocketing but actually has a product that will help lots of people.

Mentions:#SPRO
r/pennystocksSee Comment

SPRO seemed good... and was good to me this morning. I'm out, just before the peak.

Mentions:#SPRO
r/pennystocksSee Comment

ok. News just popped for SPRO for me. Seems really good? Might be an all day runner?

Mentions:#SPRO
r/pennystocksSee Comment

Am seeing SPRO but am too afraid to jump in myself. It feels very much like a Pdiddy?

Mentions:#SPRO
r/pennystocksSee Comment

Order didn’t get filled in SPRO .. 😭

Mentions:#SPRO
r/StockMarketSee Comment

So I should buy SPRO, SBIT etc etc

Mentions:#SPRO#SBIT
r/pennystocksSee Comment

Thoughts on BKYI and SPRO?

Mentions:#BKYI#SPRO
r/wallstreetbetsSee Comment

SPRO biotech with some very promising new antibiotics

Mentions:#SPRO
r/wallstreetbetsSee Comment

Pumping into SPRO $ GLSI today

Mentions:#SPRO#GLSI
r/wallstreetbetsSee Comment

SPRO

Mentions:#SPRO
r/wallstreetbetsSee Comment

What are your thougts about SPRO?

Mentions:#SPRO
r/ShortsqueezeSee Comment

I like DBD and SPRO. But not for short squeezes just for swing trades.

Mentions:#DBD#SPRO
r/ShortsqueezeSee Comment

SPRO and DBD are going to the moon

Mentions:#SPRO#DBD
r/ShortsqueezeSee Comment

SPRO

Mentions:#SPRO
r/wallstreetbetsSee Comment

SPRO

Mentions:#SPRO
r/wallstreetbetsSee Comment

CSCW BHVN RMED FWBI SPRO FNGR FCRD KITT PEAR Thank me Friday pre market. Get it while it’s low. Getting juiced. Join the squeeze.

r/ShortsqueezeSee Comment

Imma be an outlier here and say SPRO is looking like the play

Mentions:#SPRO
r/pennystocksSee Comment

$AVCT ! Anyone in SPRO and/or ATXI? Looks like they are mooning too but idk if too late to buy them?

r/wallstreetbetsSee Comment

El que no compre SPRO MAL

Mentions:#SPRO
r/ShortsqueezeSee Comment

I hit SPRO bought in right before work at 1.98 had a limit sell for 2.89 and it hit. I picked up 2k worth at 5.90 here and have another 2k tomorrow if it dips under 5

Mentions:#SPRO
r/ShortsqueezeSee Comment

Avct 😉, after reading and doing my DD. I convinced my self to throw some money into $AVCT. Was gonna do it today but got distracted by $SPRO for nice 33% gain . Now to have more money for AVCT ![img](emote|t5_2qaj0q|6890)

Mentions:#AVCT#SPRO
r/wallstreetbetsSee Comment

I fucking hate every single one of you with a burning fucking passion i burns so bright it’s as annoying as trading 212 cancelling the ability to short sell SPRO

Mentions:#SPRO
r/wallstreetbetsSee Comment

SPRO most active by percentage gain and volume since premarket, AVCT is draining this pump dry, its humiliating that people are wasting time i. that today. SPRO could be at $5-10 by now if AVCT knew its place.

Mentions:#SPRO#AVCT
r/wallstreetbetsSee Comment

lol SPRO hasn't been below 140% since premarket...

Mentions:#SPRO
r/wallstreetbetsSee Comment

SPRO spero therapeutics; you get more cash than stock value and a pipeline of 3 new antibiotics one of which is 1 study away from fda approval

Mentions:#SPRO
r/ShortsqueezeSee Comment

you forgot SPRO

Mentions:#SPRO
r/ShortsqueezeSee Comment

SPRO

Mentions:#SPRO
r/wallstreetbetsSee Comment

Apes bulls bears get together #SPRO

Mentions:#SPRO
r/wallstreetbetsSee Comment

To all the bulls #SPRO

Mentions:#SPRO
r/wallstreetbetsSee Comment

What do you think of Spero therapeutics ($SPRO)?

Mentions:#SPRO