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Posted On: 05/28/2019 1:07:06 PM
Post# of 151023

Re: ClosetInvestor #3540
IMO TNBC or any cancer potential is not factored into the share price at all (along with mono HIV or anything else and current share price only includes a portion of combo HIV). This is the reason, I jumped in heavily beginning Jan through now as I don't see how this share price doesn't appreciate significantly even if only for combo HIV.
I haven't pulled the stats to back this up (i.e. market cap pre and post announcements), but the share price has reacted negatively (closed in the red) many times on what I consider positive science PRs. I thought this was because of funding concerns and these concerns seem to be sorting themselves out now (hopefully this selling is either Paulson investors raising funds for TO, the convertible note or a combination of both). With a successful TO (I view $30-35M+ as very successful based on NP expected funds needed), I am hoping some of the catalysts lined up for the 2nd half of this year get appropriate and sustainable market reactions.
I haven't pulled the stats to back this up (i.e. market cap pre and post announcements), but the share price has reacted negatively (closed in the red) many times on what I consider positive science PRs. I thought this was because of funding concerns and these concerns seem to be sorting themselves out now (hopefully this selling is either Paulson investors raising funds for TO, the convertible note or a combination of both). With a successful TO (I view $30-35M+ as very successful based on NP expected funds needed), I am hoping some of the catalysts lined up for the 2nd half of this year get appropriate and sustainable market reactions.


Please do your own due diligence. All my posts and comments are not to be considered investment advice.
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