(Total Views: 355)
Posted On: 05/22/2019 2:58:19 PM
Post# of 153904
Thanks so much for the reporting on the meeting, I doubt there are many stocks that have such a dedicated crew!
What is interesting is that if there is some sort of talks with Gilead, and some major bank suggested they pass on it, I would think any bank would offer a loan to keep going on their own. That is how the bank makes money. And, if Gilead is told that they are not interested in what ever there offer is - Gilead just does not go away. I would think they would go to plan B,C, D etc... until they exhaust all options. Gilead is in a situation where this is not an opportunity, it is a move to protect a huge amount of their revenue. We have not heard what the offer might be, but I would think that Gilead would soon let the investors know in order to pressure the BOD to re-consider.
Also, given that there are now 6-7 sources of cash, only months away from FDA approval, huge past trial results and huge potential indications and revenue starting in a few months - yet some bone head is selling stock? What the hell is it going to take? Other companies do not have anywhere close to a product like this and the cost to jump in is a fraction of just one indication's potential revenue? If this drug was only a GvHD drug, no HIV or cancer, It is still way cheap. I would love for someone to chime in and explain why they sold here.
What is interesting is that if there is some sort of talks with Gilead, and some major bank suggested they pass on it, I would think any bank would offer a loan to keep going on their own. That is how the bank makes money. And, if Gilead is told that they are not interested in what ever there offer is - Gilead just does not go away. I would think they would go to plan B,C, D etc... until they exhaust all options. Gilead is in a situation where this is not an opportunity, it is a move to protect a huge amount of their revenue. We have not heard what the offer might be, but I would think that Gilead would soon let the investors know in order to pressure the BOD to re-consider.
Also, given that there are now 6-7 sources of cash, only months away from FDA approval, huge past trial results and huge potential indications and revenue starting in a few months - yet some bone head is selling stock? What the hell is it going to take? Other companies do not have anywhere close to a product like this and the cost to jump in is a fraction of just one indication's potential revenue? If this drug was only a GvHD drug, no HIV or cancer, It is still way cheap. I would love for someone to chime in and explain why they sold here.
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