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$SPRO run its course or do we see another leg up?
GSK and Spero Therapeutics Announce Exclusive License Agreement for Late-Stage Antibiotic Asset, Tebipenem HBr - Latest $SPRO Stock Update - #ShortSqueeze Potential
GSK and Spero Therapeutics Announce Exclusive License Agreement for Late-Stage Antibiotic Asset, Tebipenem HBr - Latest $SPRO Stock Update - #ShortSqueeze Potential
💰💰💰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.
💰💰💰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.
#premarket 07/01 $BGI $ATHE $CPOP $WNW $SPRO
Mentions
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.
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.
 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.
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!
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.
Here's a trade before the spike: SPRO
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.
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.
Market rotation is under way. From tech to health care. XBI perked up. SPRO SGMT PROK ready to moon.
PROK SPRO SGMT Train is leaving
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.
$SPRO perking up. Dormant since p3 result. $GSK buyout coming?
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
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. ⸻
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 :-)
[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.
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)
Nice, also in SPRO to, thats looking good later in the year for sure! FBIO has burnt me to many times to trust it
$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.
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)
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.
Don’t see where you’ve posted SPRO mate
Anyone still following SPRO? Seems phase 3 testing has some promise..
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.
For my friend in SPRO it is recovering right now.
$SPRO si going to 3 $ at least now
SPRO..real deal way it looks and great partner in GSK
Congrats to anyone who got into SPRO! Last night was $.70 closed today at $2.3!
anyone see SPRO jump 250%???
SPRO might recover friend. 2.16 right now
They are handling SPRO like a rag doll. Halted whenever they don't like what it's doing
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.
Wonder if SPRO will have more action at market open
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
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
SPRO not just rocketing but actually has a product that will help lots of people.
SPRO seemed good... and was good to me this morning. I'm out, just before the peak.
ok. News just popped for SPRO for me. Seems really good? Might be an all day runner?
Am seeing SPRO but am too afraid to jump in myself. It feels very much like a Pdiddy?
Order didn’t get filled in SPRO .. 😭
So I should buy SPRO, SBIT etc etc
SPRO biotech with some very promising new antibiotics
Pumping into SPRO $ GLSI today
What are your thougts about SPRO?
I like DBD and SPRO. But not for short squeezes just for swing trades.
SPRO and DBD are going to the moon
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.
Imma be an outlier here and say SPRO is looking like the play
$AVCT ! Anyone in SPRO and/or ATXI? Looks like they are mooning too but idk if too late to buy them?
El que no compre SPRO MAL
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
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 
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
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 $5-10 by now if AVCT knew its place.
lol SPRO hasn't been below 140% since premarket...
SPRO spero therapeutics; you get more cash than stock value and a pipeline of 3 new antibiotics one of which is 1 study away from fda approval
Apes bulls bears get together #SPRO
What do you think of Spero therapeutics ($SPRO)?
Here’s a good article on the topic https://www.optimizedportfolio.com/how-to-beat-the-market/ Here is an example of its performance this year: https://www.portfoliovisualizer.com/backtest-portfolio#analysisResults It’s supposed to return 3x the s&p500 but you’ll notice it actually does better on aggregate. You’ll also notice that it’s also more than 3x worse on the downside. With a crystal ball you would switch to SPRO for a longer downtrend bit so far I haven’t seen that happening yet. I’ve only held since late March/early April so I’ll have to decide when to move to the sidelines but right now I don’t see a need to move out of this till mid 2023 as the market generally outperforms for the 12 months after a rate increase which everyone thinks will happen in line of 2022.
So many companies are not profitable, but they are growing or in a hot market expected to grow substantially and their valuations (price) grows higher than I ever expected. As one example of how I pick stocks, when COVID hit, I started reading about the leading companies working on a cure (J&J, Pfizer, Moderna, etc.) and chose Moderna over Pfizer because I believed that a success at Moderna would move the needle more than it would with a large, diverse company like Pfizer or J&J. I bought some shares directly in the $60 and & $70 range as the stock would run up and then run back down and it did this for about a year. I never knew if the run was over or not and so I had some call options expire and others that got called away (1 at $82, then the rest between $120 and $175). I also sold PUTS and harvested cash when the put options expired worthless or in one example, I sold three 6/26/20 $62 Put contracts for $.95 a share and the stock closed at $61.55, so I ended up buying the 300 shares at $62 per share that I followed up by selling call options. On 6/15/20, I sold 3 $40 Put contracts for $1.10 each per share, 33 days out when the price per share was at $64.08. It expired worthless and I pocketed the $328. As I have stated, I like buying PUT options on stocks that I want to own, purchase at a discount and get paid to buy that stock at a discount. I would advise to **keep your money and do not get sucked into paying $2,000 to $2,500 for a one year financial advice newsletter**. Almost all of them brag about when they first identified AMZN and it was trading at low double digit levels. Once you sign up, you get bombarded with new pitches, video pitches that go on for up to an hour and a half and they are constantly coming out with the next 100X new stock idea before your credit card charge even comes in on your statement. If you throw enough darts at the board, one of them will eventually prove to have hit the target at some point in the distant future! They only brag about the homeruns and never show you how many strike outs they really had. **Listen and look for ideas that fit your investment style, level of risk, investment holding time line and then start trying to research the ones you like the best. Decide if you want to be an investor or simply a roll the dice gambler.** Finding good investment ideas takes work and some luck. Only you can decide which are the best to pursue with your limited time that you have for research. I believed that Canabis stocks would do well as gov/t. restrictions were lifted and we would see good growth. Because these companies are so small, it was difficult to figure out whether or when their growth ambitions would lead to meaningful profits and success. I invested in some bombs (ACB which did a reverse split, MRRCF went up in a puff of smoke but at least "**I did not inhale**", CWBHF, TLRY) and some winners like GTBIF and TCNNF. Keep in mind that I buy and sell stocks and options to generate monthly income as well as capital gains. I heard about this new little company called Shopify online and started trying to learn more. I would have been MUCH, MUCH better had I just held the shares and never sold a call option. I honestly believed that AMZN would take them out, maybe as high as $120! However, I never expected it to run up so fast and continue to run without looking back past the $120 mark. I bought a lot of my shares when my PUT options were put to me at $30 and then got largely taken out on $60 calls. Another stock that I ran across was **SPRO** when it was mentioned that Google's investment arm had been accumulating shares. Since then, Pfizer has also taken a sizeable position. They are a very small research firm and COVID knocked back their drug study by at least a year, so it has been an exceptionally long year and a half hold period greatly testing my patience. **Today Spero finally announced that they submitted their new drug application to the FDA for Tebipenem HBr for the Treatment of Complicated Urinary Tract infections** including Pyelonephritis. The advantage is that they have developed a pill that can be taken orally vs. the current last ditch effort requiring days of IV treatments in a very expensive hospital setting. **They are also attempting to develop additional drugs to combat drug resistant bacterial infections.** Please conduct your own research to determine your own belief in the potential for this company. As drugs are becoming more and more resistant to current over prescribed antibiotics, we are running out of magic bullets to combat these infections! Happy hunting, I wish there were a simple and easy way to identify the future big winners.
I saw it posted. It's from a paid service. in order of ownership of the co. ALLO, CRTX, MORF, FDMT, SPRO, NXTC.
SPRO STOCK ALL THE WAY!!!!! https://www.marketwatch.com/press-release/spero-therapeutics-announces-40-million-equity-investment-from-pfizer-inc-and-licensing-agreement-for-spr206-2021-06-30
A simulated SPRO alongside a 200 EMA strategy (Sell under the line, buy above) has actually yielded returns of over 20% dating back to 1912, so it's definitely a solid investment if you go in with some sort of a strategy. I simulated a $100/month on TQQQ with this strategy, and it yielded $10 million (Could've been $70 million, I tested multiple investments per month). The longer the crash drags out, the more money you make on the strategy. I might make a post detailing my studies, but I know this sub isn't really for long term investors
What happens if you switch to SPRO instead of going to cash?
You could put the levered ETF’s like UPRO, SPRO and TQQQ, SQQQ into the risky side, but I like them since the underlying is still pretty stable. If you have some confidence in the market direction you might as well earn triple the returns. You can get killed though if you don’t change course in time...
I’ve decided to make my own ETF $SMLPP It will consist of the following: SM Energy - $SM One Liberty Properties - $OLP Eni - $E NiSource - $NI Spero Therapeutics - $SPRO