G1 Therapeutics, Inc. (GTHX) Social Stream

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$GTHX $630mm market cap with $244mm in cash. The current market valuation of the enterprise is only about $400mm (give or take a few million of debt). $10mm of run rate product revenue - ignore the license revenue - means a 40x multiple. IMMU's total revenue (including license revenue) was only $20mm and was acquired for over $20bn - 1,000x revenue. The market here is arguably smaller - arguably - but even so, this should be a valued north of $1bn even if they can't execute any better on the sales side. They aren't using the shelf yet, and they aren't making any public announcements. Somebody is going to want to buy it up, and management is going to have to go quiet. Just wait.