Replies to post #344 on Equity Field Notes from temporal sources

[DanWebzster]

VBIO Why have Perceptive Advisors accumulated 15% of this company?

The easiest answer is that low-priced biotechs with workable balance sheets and "promising" pipelines have proven to be good risk:reward situations.

Their Ph3 Hepatitis B asset will present top-line data mid/19.

This product has beeen approved in 15 countries including Israel.

Some estimate potential annual revenue for this product at $600mn.

VBIO MC = ~$130mn

Cash runway is only into H1/2019. A $150mn shelf is at the ready.