PHAT Phathom Pharmaceuticals Inc

$PHAT this indication looking likely combined with FCF positive next year should inspire a more assertive bid next year. This Voquezna P-Cab ecosystem being built by PHAT will be worth $4-$5 billion given TAM the next 7-8 yrs.

$PHAT are people waking up to what a stupid valuation we’re at now? Company will do $1 in earnings next year. Just buy and hold!

$PHAT Our short interest has dropped by significant amounts, yet our price has also gone down. I would’ve liked to see price recovery along with short covering, but that is not the case. I’m obviously simplifying the dynamic, but I will admit, not a fan of that.

$PHAT Do research, buy low, and have patience. It has tested me many times, but it has paid off as well. I have no doubt this one will join my winners soon.

$PHAT A great value + growth stock! Nice price dislocation at the moment. Pure negative price action pressure. Solid company. Good news behind the scenes. Decent entry/hold/build.

$PHAT this walk down is insane. lol. Company will be doing $1 in earnings in 2027. Trading at soon to be 1x future sales, and a PE of 7x next years earnings. Growing 70% YoY. I’m just going to load the M’Fn boat. You’re not flushing me out! Check the recent 13Fs and 13Gs…big boys all loading up!

$PHAT not often gonna find 300m+ revenue per year 75% growth YoY trading below 600m MC. Some will say concerns around debt and potential compotetion in 2027 will slow growth... not to zero. Debt is high but managable with out refinacing given even slower growtg and inflation helps this company. I dont know how this trades below 1B and isnt a 1.5B BO target on the low side. With everyone looking for a place to put money that will beat inflation and bond rate returns, like being able to buy at this price.

$PHAT this is going to get bought by a company that can negotiate with managed care. Current price was similar to when their patent future was uncertain.

$PHAT machines flipping Pennies, SP doesn’t make sense. If they can pull off a manged care win with a big PBM and show a profit this is off to the races!!!

$PHAT So many sad sacks in here. I bought 500 at 6.83 and that’s all it took to break the downtrend. They would not fill 500 more at 6.81. It is complete manipulation with just a handful of shares people

$PHAT but but but Steve is doing such a great job!! We can do 1B, no make that 2B in sales. We just have to cut guidance first , then we can get there. It’s just temporary. Trust me. lol. Absolute used car salesman. He better hit any bid he gets (after he speaks with the sales manager of course )!

$PHAT finally listened to the chat. Again, I really do like the the way Basta communicates. It all seems very clear to me. When directly asked about the disconnect, this was his answer. “It’s awkward as a ceo to talk about what price our stock should be. I do see that there is a valuation disconnect. Stock price is trading at a lower price today than it was a year ago. That doesn’t make any sense to me. I think we are creating value by virtue of growing the top line revenue meaningfully, expenses under control, operating profit, positive cash flow next year. When that gets reflected in our price, that’s up to the investment community.”

$PHAT ok mudhaphukkas!!!!!! I am ready to blow my last and final BIG load on this biznitch! sorry just chiming in my inner Nitin I have huge orders in at just below $8 come and get em...jsut put a mid sizing order here at $8 just in case so I dont get fomo's by the MM mofos!

$PHAT generated a lot of cash today as I prepare to reposition from commercial stage cash drains to on the cusp of profitable 💎 like PHAT. Money going in heavy this week which will be my final blow down here.

$PHAT Once again, a small buy scares the algos into immediately bumping the price, then slowly walking it back down. 49 share purchase at 6.685 made them immediately reprice to 6.74. They are counting on you capitulating like a bunch of long tail cats in a room of rocking chairs

$PHAT good volume for a recover day. Sure wouldn’t mind grabbing a stack and seeing $12/share. No true justification for current SP. Debt is just something bears talk about when you get near the bottom.

$PHAT All this Doom and gloom talk convinced me to pick up another 1400. Looking forward to seeing the updated short figures and the new 13fs next month.

$PHAT Phathom’s Presentations at ACG 2026: Sunday, October 11, 2026 Vonoprazan Efficacy Across BMI Subgroups in Non-Erosive Reflux Disease Poster: P0624 Time: 3:30 PM – 7:00 PM CDT Presenter: Catiele Antunes, MD, Assistant Professor of Medicine and Director of the Refractory GERD Clinic at Yale School of Medicine

$PHAT either the quant algos have this in free fall or a lot of people know something that hasnt publicly been disclosed.

$PHAT biggest over hang is the debt and royality true up period in 2029. $175m with a floating interest rate is concerning with higher rates. Also, $275m in royalities that have to paid by end of 2028 (probably unrealistic to expext 3b in sales in first 3.5 years of launch) so theyll likily have to pay the gap over 2029 along w/ the $175m. Should be printing lots of cash by then, but competion risk and prescription writing/filling friction obviously weighs heavy. I think if they keep a strong trajectory through ealry 2027 we'll see appreciation. If not, floor is the limit. The 175m comes with covenents, need to get market cap up and keep cash on hand and be within a % of sales projections.