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Posted On: 07/02/2018 6:45:24 PM
Post# of 72443
Sure seems like a tough case for the short side on IPIX now.
Long case:
1) Prurisol topline data coming in the next month or two. Anticipation will likely lead to buying.
2) B-OM BTD will be PRed if it success and won't if it doesn't. If we get a PR the pressure will be upward.
3) Financing, as ugly as that last round was, has been squared away. We almost certainly have enough cash to get to a deal.
Short case:
1) Aspire has recently acquired a large number of shares/warrants. If they return to selling there could be a lid on the stock until real news come.
Really good Prurisol results could be bigger for the stock price than a smaller B-OM deal. Beating Otezla will send us up very, very fast. Excited to be holding here and can't imagine the iron stomach it takes to be short here.
Long case:
1) Prurisol topline data coming in the next month or two. Anticipation will likely lead to buying.
2) B-OM BTD will be PRed if it success and won't if it doesn't. If we get a PR the pressure will be upward.
3) Financing, as ugly as that last round was, has been squared away. We almost certainly have enough cash to get to a deal.
Short case:
1) Aspire has recently acquired a large number of shares/warrants. If they return to selling there could be a lid on the stock until real news come.
Really good Prurisol results could be bigger for the stock price than a smaller B-OM deal. Beating Otezla will send us up very, very fast. Excited to be holding here and can't imagine the iron stomach it takes to be short here.
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