AidAn's Pitches

Aidan Smith ’29

Aidan Smith is a motivated student with wide-ranging interests across economics, innovation, and global affairs. He’s recognized for his intellectual curiosity, strong work ethic, and genuine enthusiasm for exploring new ideas. Aidan approaches learning with ambition and focus, always looking to deepen his understanding and expand his skill set. Outside the classroom, he enjoys following market trends, studying how different industries evolve, and diving into big-picture questions about the world. He’s driven by personal growth, long-term success, and the pursuit of opportunities that push him to excel.

SOLENO ($SLNO)

Soleno Therapeutics is a rare-disease biotech with a monopoly-like position in Prader–Willi syndrome hyperphagia, anchored by VYKAT XR — the first and only FDA-approved treatment in an indication where every prior competitor has failed. Commercial uptake has been immediate and tangible, with Q3 revenue of $66 million and rapid patient onboarding confirming strong market pull. Despite this, the stock trades at a distressed valuation after Scorpion Capital’s sensationalistic short report and the misattribution of an unrelated patient death, creating a deep dislocation between perception and fundamentals. With no credible competitive threat until at least 2028 and discontinuation rates in line with clinical norms, Soleno represents a classic biotech rerating setup: misunderstood safety narrative unwinds, high-visibility revenue scales, and a single-asset story transitions into a durable cash-generation engine. The upside case is a multi-year revaluation toward intrinsic value as VYKAT XR proves its commercial trajectory, international approvals expand the market, and the short-interest overhang collapses.