I'm not sure if I missed something but why has the
Post# of 153875
(Total Views: 442)
Posted On: 10/21/2019 1:36:54 PM
Re: woodenbear #9773
I'm not sure if I missed something but why has the sentiment turned so glass half empty? Nader has for the most part been late on his timelines, the company has always been short on cash and the drug is nothing but phenomenal. Expecting the OTC market to price value accurately is kind of naive, i don't understand why "the market" is being brought up at ll as some sort of factual value of this. Nothing has changed except this is moving forward and we are very close to the endzone that unlocks this. This company has always raised cash as needed and always had 1-2 million in the bank - which is great if you are an investor whom does not want to be diluted to nothing. The pressure to get this deal signed and finalized is odd - do you really think that this partner company just picks up their ball and goes home now? Small biotech's get deals done when there only in p2 with far less compelling drugs. We are in p3 with all the safety data to cover all other indications, do you really think some partner cant see the potential to make money off this within months (not years!) of signing this deal?
How is everyone just waking up realizing this is a very steep hill to climb? Why would any investor stick through far more risky time periods and chicken out now? The "market" is made up of a majority of note and warrant holders that are pros at making high risk into low risk investments while preserving their huge profit return potential. The retail investor is in the back seat providing this liquidity to keep it going, until, the huge world of investors realize what is here. Once one deal is signed, that partner will open up all other partnerships and the much larger investment world that will wash out the note and warrant holder risk mgmt strategy.
Nothing has changed! this is still an amazing drug - even if it was just a combo drug or even a GvHD drug! This company has raised $200 million to develop a drug that will generate 2-3x that in a few months once approved. What company can claim that, in any industry? There is no sign of a lack of confidence by mgmt, the BOD and all the Dr's researching this for a huge number of indications. Do you really want to look back at this 10 years from now and say you missed out on the drug that quite possibly will end HIV/Aids? This drug could likely end cancer metastasis for craps' sake!
How is everyone just waking up realizing this is a very steep hill to climb? Why would any investor stick through far more risky time periods and chicken out now? The "market" is made up of a majority of note and warrant holders that are pros at making high risk into low risk investments while preserving their huge profit return potential. The retail investor is in the back seat providing this liquidity to keep it going, until, the huge world of investors realize what is here. Once one deal is signed, that partner will open up all other partnerships and the much larger investment world that will wash out the note and warrant holder risk mgmt strategy.
Nothing has changed! this is still an amazing drug - even if it was just a combo drug or even a GvHD drug! This company has raised $200 million to develop a drug that will generate 2-3x that in a few months once approved. What company can claim that, in any industry? There is no sign of a lack of confidence by mgmt, the BOD and all the Dr's researching this for a huge number of indications. Do you really want to look back at this 10 years from now and say you missed out on the drug that quite possibly will end HIV/Aids? This drug could likely end cancer metastasis for craps' sake!
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