Sphere 3D Corp. (ANY)

[petemantx]

We have quite a spread on what good news for OM should do for the share price and whether we will have major pullbacks as in the past regarding share price.

The fly in the ointment is that never before has IPIX announced the results of a Phase 2 in which there is NO COMPETITION currently as to alternative treatments and the market is $1B+. How much is that worth? I have heard everything from $50MM in market cap to a share price in the mid to high teens. Enough of a chasm between the two of these views to make anyone blink.

As to pullbacks, we've never been close to a deal before so we are in a new league, not the bush league any longer and the rapid pullbacks will be tempered by those realizing the long term revenues the company will be receiving from such deal. Sure, last few days we got a lot of MOMO players and they will clear quickly, but the price should bounce back pretty rapidly and many will stay for the deal as well as the news. The days of the traders ruling the roost are coming to an end (I'd say one more quarter at the most) and a more value based stockholder base should be coming into being.

My take on the matter.