(Total Views: 637)
Posted On: 12/05/2020 10:51:48 AM
Post# of 153903
This is how I think about it.
1. Leronlimab is a true jewel worth many, many billions.
2. We have to get this jewel to the promised land.
3. We are transporting this jewel in an '88 Yugo(management)
4. There is no doubt about whether the jewel is worth billions, the question is can the Yugo get the jewel where it needs to go.
5. My investment thesis is that while I don't think the Yugo is going to make it, someone will stop when we are sitting on the side of the road with our hood up and will offer less than our jewel is worth but still a couple more billion than the market values it at today.
1. Leronlimab is a true jewel worth many, many billions.
2. We have to get this jewel to the promised land.
3. We are transporting this jewel in an '88 Yugo(management)
4. There is no doubt about whether the jewel is worth billions, the question is can the Yugo get the jewel where it needs to go.
5. My investment thesis is that while I don't think the Yugo is going to make it, someone will stop when we are sitting on the side of the road with our hood up and will offer less than our jewel is worth but still a couple more billion than the market values it at today.
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