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Re: kabunushi post# 787172

Monday, 09/08/2025 10:12:49 PM

Monday, September 08, 2025 10:12:49 PM

Post# of 822353
I still see a lot of soft bash in your words, Kab.

f the current market cap reflects a deeply risk-adjusted value of -l, I think direct is valued at 0 in the current price.

Just your choice of -! and 0 for the comparators, tells the whole story.

One could argue that the market is super skeptical about -L getting MAA approval. That is very likely to be true,

Another soft bash - it is not the market that is super-skeptical, but the MM that are super-manipulative.

but it doesn't prove to me that the market will instantly start giving fair value to -L immediately if and when it gets approved. I'm pretty sure this is not going to work that way.

Another soft bash - WHY NOT?? After approval, there will be a huge difference with that regulatory approval! Of course it won't go to a Trillion overnight! But it WILL go up very significantly from these super low manipulated prices, (plus a likely squeeze) to where the market should really be given the new credibility from the regulator of a huge anticipated stream of revenue - something similar to the market cap given to Kite Pharma after only a phase 2 trial.

but I'm sure it will remain quite undervalued because they don't have the credibility yet.

So what is an MAA approval - chopped liver??

Instead of living in the real world, these guys want to scream at anybody who expresses realistic opinions.

No, not realistic, but pessimistic!
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