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Re: None

Monday, 03/23/2020 6:45:14 PM

Monday, March 23, 2020 6:45:14 PM

Post# of 16750
I have invested in CLSN because of the potential of Gen-1 to dramatically extend the lives of late stage ovarian cancer patients. I hope Thermodox results' are also good but Gen-1 alone is worth far more than the current share price.
1. The potential market for Gen-1 is over 100,000 patients annually.
2. If a course of this first line treatment costs $20-30 thousand the total sales would be about $2-3 billion.
3. This cost is low compared to other less effective IO's with far more adverse events.
4. The company is funded "well into 2021".
5. There are only 35.5 million shares fully diluted.
6. Institutional holdings recently moved from 5% to about 40% f.d.
7. Gen-1 already has both US and European orphan status.
8. It will very soon receive some form of expedited approval (eg.Fast Track) IMO.
9. Partnering could be close. There's partnering interest in Thermodox.
10. I hope Thermodox is approved. Both could be partnered this year. Or there could simply be a buyout. The company is dramatically undervalued.
11. We should learn more on Thursdays' CC.

"The refusal of the real is the number one dogma of our time" Rene Girard