Wednesday, July 16, 2025 8:43:05 AM
Agreed. One way to recover some of the losses may be to use the UK approval spike to take an opposite position because we are now well familiar with the modus operandi here and the history of LP, LG, et al.
You can count on the fact that there will be endless dilution in pennies, disappointing revenue from UK (given no reimbursement support and lack of or no hiring on the commercial front), increased cash requirement both to expand commercialization in the UK and run new clinical trials, etc. All of this will result in increasing dilution and additional pressure on share price. New all time lows will be breached going forward even after UK approval as couple of quarters of disappointing revenue kicks in coupled with delays in launching their trials, Flaskworks delays, etc.
You can also count on the fact that no big pharma or credible institutional investors will be supporting this company.
You can count on the fact that there will be endless dilution in pennies, disappointing revenue from UK (given no reimbursement support and lack of or no hiring on the commercial front), increased cash requirement both to expand commercialization in the UK and run new clinical trials, etc. All of this will result in increasing dilution and additional pressure on share price. New all time lows will be breached going forward even after UK approval as couple of quarters of disappointing revenue kicks in coupled with delays in launching their trials, Flaskworks delays, etc.
You can also count on the fact that no big pharma or credible institutional investors will be supporting this company.
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