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Horseb4CarT

08/17/24 12:03 PM

#713843 RE: vator #713824

Perhaps another synergy between RPC and nwbo is their inclination if not full commitment to advancing cancer research and treatments!

Merck is a great BP (full disclosure: I am long) and has a strong commitment to research, however it also has other aspects to consider and drive their decisions and paths to navigate through while not disappointing Wall Street.

There are worse partners and fates than hooking up with Merck, and personally, winding up with a fairly large amount of additional Merck shares (with their dividends) would make for a great retirement asset and legacy for generational wealth.

If you trust LP especially, and LG, to make decisions aligned with the greater good as well as their own good, which is aligned with shareholders by virtue of large share equivalent holdings, our interests are in committed hands and to bring back an old expression, LP plays multidimensional chess!!!
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Investor082

08/19/24 12:09 AM

#714089 RE: vator #713824

I firmly believe we will not hold $1 post UK approval. My reasoning is the company has no cash to expand commercially or run any trials. Therefore the progress will be extremely slow. Moreover, given the patchy execution history of this management, no large investor would want to inject a significant chunk of capital at premium valuation (say over $1.5 or $2B market cap). Management will continue to sell C shares at a discount to keep the lights on. 4 years since data lock and no regulatory submissions outside UK (and that too without any clarity on when reimbursement submissions will be made in the UK) tells you everything you need to know.