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Sunday, 01/07/2018 7:59:42 AM

Sunday, January 07, 2018 7:59:42 AM

Post# of 346112
Come Monday a new start w/ capable hands in a fast growing industry... the issue right now is how much capital will come from the IP to jump start the new venture..... we should know in the next two months... in the meantime the macro conditions...

* High demand for drugs/molecules that expand the I-O space w/ checkpoint inhibitors

* BP armed with lots of cash and one time window to bring $170 bil home

* High demand for biotech manufacturing....

So if the IP has any value, it has a for sale sign on it at the local PS estate sale, private invitation only and bring the checkbook cause this stuff is moving... we will get what the market will bear for the IP... the issue is how much front end vs back end, if any. and it is truly a shame that Thorpe's work to a large extent has been squandered by malfeasance. But we are where we are at w/ Ronin's help. Without adult intervention we would back w the old crew and we could have missed both chances w/ AVID or the IP... 41 shares is hardly an incentive to walk away from the $400k gravy train. Just remember with the DS settlement they were kind enough to limit their pay to $400k and put a new board member on when bavi was approved. Thank you Ronin for seeing some value potential once the rats were removed.

A few contract announcements and a capital infusion will get a nice bounce... astronomical? no but deal with the cards that have been dealt...

and this time we have a BOD that is on our team.... Team SK was escorted out of town hopefully never to return.... Happy New Year
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