Welcome new investors to the... This ain't the
Post# of 1418
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Posted On: 08/06/2022 4:43:51 AM
Welcome new investors to the...
This ain't the Hand-HoldEm board
Friday Night ACQB: "But if I had to choose, I'd cut Tollovir at this point."
Gerald: "But $1.85B of the $1.92B was Tollovir. These are not simple decisions"
Cut Tollovir?
Thank goodness we aren't voting on that crazy thought at the shm.
Looks like Tollovir could get a EUA without a Phase III this year and only $10M privately funded to get it to the finish line.
Seems like when someone 'thinks' before firing off a bunch of posts or tweets, you get more meaningful answers....
Gerald Commissiong@G_Commish
·
7h Replying to @G_Commish @mauiboundad808
and 3 others
With EUA path about $10M to first bill Gov’t order. Significant ROI on that, so that is 3CL focus. Have not figured out discount of 3CL value to offer to arb investors into 3CL then Todos. #MonkeyPox was timely for us
So if 3CL valued around $2B and Todos owns 52%-60%, let's say $1B to make it easy, even a 50% discount would put Todos 3CL valuation at $500M.
If the Todos market cap is $25M and investors are investing in one of their subs at the tune of a valuation of $500M, what do you think is going to happen.
Heck, even a 90% discount would move the chains.
MonkeyPox seems to have change the equation to to the upside but...
Gerald Commissiong@G_Commish 8h
Replying to @G_Commish @willenniam and 2 others
There will be 100x more liquidity to get out once listed. The path to that looks pretty good in the next several months. Eyeballs are here and the lab is executing under Dr. Goix. MonkeyPox, while exciting at the moment, is 1% of what we have
Imagine all the new investors that don't know about the other 99% yet?
This ain't the Hand-HoldEm board
Friday Night ACQB: "But if I had to choose, I'd cut Tollovir at this point."
Gerald: "But $1.85B of the $1.92B was Tollovir. These are not simple decisions"
Cut Tollovir?
Thank goodness we aren't voting on that crazy thought at the shm.
Looks like Tollovir could get a EUA without a Phase III this year and only $10M privately funded to get it to the finish line.
Seems like when someone 'thinks' before firing off a bunch of posts or tweets, you get more meaningful answers....
Gerald Commissiong@G_Commish
·
7h Replying to @G_Commish @mauiboundad808
and 3 others
With EUA path about $10M to first bill Gov’t order. Significant ROI on that, so that is 3CL focus. Have not figured out discount of 3CL value to offer to arb investors into 3CL then Todos. #MonkeyPox was timely for us
So if 3CL valued around $2B and Todos owns 52%-60%, let's say $1B to make it easy, even a 50% discount would put Todos 3CL valuation at $500M.
If the Todos market cap is $25M and investors are investing in one of their subs at the tune of a valuation of $500M, what do you think is going to happen.
Heck, even a 90% discount would move the chains.
MonkeyPox seems to have change the equation to to the upside but...
Gerald Commissiong@G_Commish 8h
Replying to @G_Commish @willenniam and 2 others
There will be 100x more liquidity to get out once listed. The path to that looks pretty good in the next several months. Eyeballs are here and the lab is executing under Dr. Goix. MonkeyPox, while exciting at the moment, is 1% of what we have
Imagine all the new investors that don't know about the other 99% yet?
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