Marinus Pharmaceuticals Inc (MRNS)

[Titan V]

Now that it's over $5, mutual funds can buy MRNS again. I think we will see continued institutional buying in the coming days. I wouldn't be surprised if this trades at $7-8 before PPD data.

It was nice to see Bain Capital as lead investor in the recent raise at $3.75. Given where and how it's trading, the demand for shares seems clearly high. A positive p2 PPD readout could send this back to double digits IMO. SAGE's current valuation is now supported just by its p2 PPD data from last year. There is not a good basis for the valuation gap between the two companies IMO. With identical drugs and MoA, MRNS data next quarter should be positive as well and MRNS share price should go higher.