You guys are killing me... Shhhhhh... ;)
Ah what the hell. Yeah this looks quite good. If UK comes on board, it basically means Germany is not an isolated event, and we'd see $15+ in a hurry. Really, in my mind, I have it priced in at $6B market cap already. Hence why I'm scrambling for shares. Once I saw Germany I knew other countries in the EU with less stringent regulations than the FEI would come on board in time, i.e. all of them. Just a matter of time.
And you only had to take one look at IMUC to know there is no way they are taking this long to consider ANYTHING other than a hault for efficacy. IMUC got a "continue" with relative ease and speed showing basically NOTHING at their first interim. Just put it together guys, this one is easy.
Germany, UK, Switzerland, France, Japan, NZ, Australia.. they will all come on board. It may be after a hault for efficacy, and it may be before the trial continues to the end, but it's practically in the bag. I mean, there are many firsts here, but it's easy to see how HIGH the probability is at this point that it occurs.
If we're just talking gliomas here (and L is farther reaching), we're looking at over 100,000 new and existing cases in the EU, Japan and Aus/ NZ alone (actually that number is closer to 200,000, but I'm trying to present a conservative viewpoint). Even going into 2015, and with just a few of these countries coming on board, and having treatments available in just a few months from now (NWBO's words), you can see how a, by all appearances, fiscally conservative woman, who isn't young, having a brilliant business mind, put SO much of her livelihood into this company. Give me 100,000 treated a year in even two years from now, and even at $30,000 a treatment on average (given there will be some variability), and what's that buddy? And I'm not talking about a likely higher monetary range, a likely higher patient enrollment, the likelihood that in two years that will include all of the US and Can--and I'm not talking about L's potential impact on lung cancers, which may even eclipse their glioblastoma figures, and I'm not talking about Direct--and we've got at least $3B in SALES.
And you foolishly think AF really has had anything to do with a short position on this stock? At one point perhaps, but not the minute he was proven wrong and knew it LAST YEAR. No, this guy is trying to keep the price from exploding too fast to allow--who knows who--to accumulate. That joker knows. He's not an idiot. He knows this sector better than you. And AGAIN I say he's helping you do the same. Without him, you would have bought this in the teens. Alright, you think he's a slimy, decisive figure hell bent on keeping this price low, but at least get it right concerning why. Petition against him, whatever, knock yourselves out. He's a journalist. It will do nothing but frustrate you. But please! Have at it! ;)
