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u/Delicious-Drag3009
REDDIT_SCRAPED
Author proposes a long position in $RARE (Ultragenyx Pharmaceutical) targeting $17.90, arguing the stock crashed to $14 on trial failure but now has ~$646M in value from PRV sales (~$371M) and Fayuvi FDA approval (~$275M peak sales), representing 45% of current 1.43B market cap. Key risks include biotech sector pressure, execution risk on Fayuvi commercialization, and author's admitted lack of financial acumen.