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stocksrising

03/27/24 12:11 PM

#251239 RE: DewDiligence #251220

Yes(accounting screw-ups), AND this management burns exorbitant amounts of cash consistently, but the Hercules Credit Facility should provide runway until Q1, 2026 per CC 🙏
Q1/2, 24’ should be decent considering several patients (ZYNTEGLO, SKYSONA) starts (cell collections) and Sickle cell( LYFGENIA) in Q3/4…
Hopefully Kevin Tang continues to build position(~1.7mm sh), as well as other Funds…
This kind of reminds me of RV*C, not sure what Rollout has been worse! ( and perhaps Mgmt) :(
However, Long both and accumulating 🙏