I really enjoyed listening in to the Zoom conference and hope that another will be held either after ASCO if substantial new material is available by then, if not, perhaps prior to or just after the Annual Meeting.
One thing is clear, we have a lot of very knowledgeable people who are solid investors in the company, we have experience in the stock marketplace as well as many in the medical community.
I have little doubt that the $10 billion or greater market cap mentioned during the conference will be achieved, the question is does L.P. have a partnership offer on standby for when a certain market cap is achieved. If so, will the offer immediately push us to near $20 billion, I.E. how great a percentage over the current price is the partner paying, that's what the share price ought to rise to.
It's my belief that L.P. would be willing to take on a partner at a somewhat lower market cap than she'd consider for a buyout, it would assure all the funding and support the company will need to build up for the additional trials and manufacturing, sales, and distribution needed in the near future with approvals. Of course if a partnership isn't in the near term future, with a substantially higher share price, issuing sufficient shares to cover the next year or so of the anticipated expansive operations shouldn't be a problem either.
I believe the Zoom meeting was a positive, as I've stated I'd like to see one when we know a lot more, hopefully by next Saturday or before if the Journal is out before the conference. In that Annuls issues electronically any day there should be no concern of them waiting till they go to print.
Gary
