Seismic Therapeutic

+19%

est. 2Y upside i

HealthcareSeries B

Rank

#2318

Sector

Biotechnology

Est. Liquidity

~2Y

Data Quality

Data: Low

Equity upside potential is moderate (expected +19%) but highly asymmetric.

Last updated: July 3, 2026

Bull (10%)+280%

IPO at ~$1.5B valuation driven by positive Phase 2 data and AI platform validation, yielding 300% upside before 20% dilution.

Base (45%)+80%

Acquisition or IPO at ~$742M valuation (2x current), reflecting moderate clinical progress, yielding 100% upside before 20% dilution.

Bear (45%)-100%

Down round or clinical failure; exit below $222M preferred liquidation preference results in common stock worth zero.

Est. time to liquidity~2.0 years

Preference Stack Risk

severe

Funding Intensity

5980%

Total preferred liquidation preference of $222M represents 60% of current valuation, leaving common stock with limited value in downside.

Dilution Risk

high

Company likely requires additional funding given burn rate and lack of revenue, leading to 15-25% dilution.

Secondary Liquidity

limited

Secondary transactions at ~$396M imply some liquidity but limited volume.

Questions to Ask at the Interview

Strategic questions based on Seismic Therapeutic's data — designed to show you've done your homework.

1
“What is the company's burn rate and cash runway given the MLSC tax credit issue?”
2
“How does the IMPACT platform differentiate from Generate Biomedicines and other AI biotechs?”
3
“What is the expected timeline for next clinical data readout and how does it affect valuation?”

Our model estimates +19% upside. What do you think?

Anonymous. Do not share material non-public information.

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.