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Wednesday, May 05, 2021 6:52:48 PM
"I’m a very happy bag holder, if that means doing my dd enough to know that by this year or next there will be probably be three blockbuster drug approvals. Abivertinib (10B-Super Blockbuster), SP102 (5-6B-Blockbuster), and RTX cancer (taking into account OA Knee and other indications 15-20B). I gave you a discount and didn’t include the Covid pipeline, shares of ImmuneOncia, ImmunityBio, or Celularity. I didn’t include SOON arbitration. I didn’t include value of library or any licensing, royalties, etc… I didn’t include BO’s of ACEA or ANP. I didn’t include ADNAB or a potential Scilex minority IPO. Damn I’m trying to help you out with me being a bag holder, but my bag is full ??????"
"The refusal of the real is the number one dogma of our time" Rene Girard
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