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biosectinvestor

05/01/24 10:32 PM

#688464 RE: learningcurve2020 #688462

Oh nonsense. They are all over the place as the microcap level. They are constantly being shorted and attacked by opportunists who think they can take them over like Martin Shkreli. And some have garbage and stay valued highly for years before they crash, because they are being milked by investment funds and their friends taking investor money and playing with them.

Your insight is really not very insightful.

And yeah, there was not an ecosystem developing the CDMO space for this exact product, and so she invested in other people creating it, and they sold, and she bought the retained expertise as part of her spinoff rights so that she could maintain the SAME company effectively, for manufacturing through approval.

But the company owns Flaskworks, and that is the obvious future. They also have the full economic control of Sawston except for those parts that will be used to meet their requirements for local regional development financing, which was low cost, but requires that they provide CDMO services to other, local researchers and companies at Cambridge and in that region.

But yeah, according to shorts it's all criminal even though they are top lawyers who had extremely responsible positions in government and could be making way more money doing other things, with no cares.

Such fricking idiocy. But yeah, it's in your economic interest to spread this nonsense. And of course, UCLA, doctors at top research institutions in immunotherapy including University of Pennsylvania and Brown University, don't agree with you. But you're the anonymous expert online telling people how it really is. Pffft! nonsense! Get lost.

They are likely to be approved. Assuming approval, they have done an immense job keeping their expenses low, their manufacturing scale-up costs low. They are not "dendreon" though the idiot shorts made that bet 10 years ago and they won't let go... but it's a bad bet. This technology is way better at every level, and is breakthrough. Companies do go bankrupt, with fantastic technology as well, and as I said, that is ALWAYS the risk in these small biotechs. ALWAYS. But the opportunity is that IF they succeed, they have the potential to become extremely valuable. Unlike others, I won't predict the market gets it on any event. But someone will, and that will likely transform the conversation. All IMHO.
Bullish
Bullish