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Whalatane

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Whalatane

Re: rosemountbomber post# 674

Sunday, 11/16/2025 2:11:46 PM

Sunday, November 16, 2025 2:11:46 PM

Post# of 870
The less positive view on RZLT
Stephen Ayers


To clarify, I am not necessarily "bearish" on P3 outcomes in December. I think it's 50/50. No real alpha there. I just think the regulatory/commercial opportunity is overstated. So, the best alpha would be shorting after a P3 "win." I'm assuming stock would be valued at ~$2B in that event.

.

Important to consider all sides
I'll definitely sell at least some on a positive trial result
JMO
Kiwi
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