Right now.. 80%.
I am holding on to one other one since I do need some funds in about 6 months to pay off some significant debts, and I can't justify going all in with that.
Risks I see are:
competition
lost lawsuit
lost countersuit
new tech/hospitals go another direction
infringement
unclear about the 400m warrants that could take float to 900M
vaccine
accounting issues/fraud
I believe in this company and think we'll do well, but the things above are why I'm at 80 and not 100. I'' note that even though it's 80% of my portfolio (excluding one that got delisted and is currently un-tradeable, but in a good spot)I've got over 100% of my net worth in here.
Some people borrow to buy big houses, fancy cars, etc. No one blinks an eye. I borrowed some and took a risk on two stocks. If this goes to 0, I'll be working until 75 rather than 55. Oh well :) Calculated risk and I hope it pays off!