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RealFooFighters

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Alias Born 03/12/2019

RealFooFighters

Re: None

Friday, 05/06/2022 10:40:36 PM

Friday, May 06, 2022 10:40:36 PM

Post# of 869
Conviction Thesis (checking the boxes):

- Sound Science (w/an Acute Need)!
- Viable Product/Platform (evidence-based/clinically de-risked)!
- Competent Leadership & Execution (No selling in years)!
- Clear Regulatory Path (FDA access w/Breakthroughs)!
- Disciplined Capital Allocation (Cash thru ’23 & No debt)!
- Huge TAM’s (Realizable & Recurring)!
- Wholly-owned Broad, Deep & Extendable Patent/Knowledge Moat!

BioNTech deal on a path for decision by June 28th!

Gilead news also should be by end of June!

Not expecting any market moving updates next week other than confirmation everything is proceeding as expected (e.g. Great News!)!

Long & Strong!
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