John, thanks for your post
The only remark I might make is that it's a rapidly evolving field, as you say. Not even PPHM knew that much about Bavi until about 12-18 months ago.
So even if you've been holding for 100 years, the biotech field is just that weird and quirky and whimsical and bizarre. I mean, even PPHM has just figured out how Bavi works! Forget about other companies. Forget about their other products. Your own stock has changed in value enormously in the past 12-18 months as PPHM, KOLs, and the literature sort out this key upstream inhibitor that seems to make everything else work better and cleaner. It crushes MDSCs. It restarts the immune system, which is really the key fighter you need against cancer.
Traditional chemo and radiation haven't changed mortality rates for most solid tumors in, get this, the past 50 years. Destroying a cancer isn't great if you destroy the immune system in the process.
That's why so many patients hate chemo and XRT so passionately. They call surgery, chemo and radiation CUT, POISON, and BURN.
It hasn't worked. It hasn't work in 50 years. PPHM is WAY ahead at this juncture. They've already jumped through a LOT of federal regulatory hurdles that ALL companies must jump through.
Yes, sure, the pps is low. But that's biotech. You're not cranking out widgets on an assembly line. You've got to run trials, get people on board, market your product, and let the data come in. The pps will REMAIN low until Wall Street can see monetization. THEN 80 million shares will trade in one day, 140 million in 2 days, and 200 million in a week. After that, the pps won't be $1.50 to be sure.
Hold on tight. In my view, you're about to throw in the towel right before the brass ring passes right in front of you.
Best,
Joe
