SIGA Technologies Inc. (SIGA)

[ClearThinker]

Here's what I see happened in the last 72 hours:

- WHO declares Monkeypox a global health emergency, now opening the doors for other countries to order more TPOXX.

- Bava-Nordic (TPOXX competitor) just shut down their plants until early 2023. This LESSENS supply and essentially removes a competitor.

- CDC head wants public access to Monkeypox vaccines to be easier.

And on Friday, SIGA stock price dips? That's accumulation. Other people want in at a lower cost. Given the acceleration of what is going on now, that window of opportunity may have closed by Monday morning's opening bell.

I look at SIGA from a simple finance level:
Company is profitable, with a large margin.
Cash on hand : $153M.
Debt : $2M (negligible).
Float : 35 million shares. On an average day, 10% to 30% of the float is traded. That indicates the stock price will move, quickly.

According to Kennedy's book, my understanding is that Fauci and Gomez worked together for years and they are friends. If true, that speaks volumes.