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learningcurve2020

01/17/26 6:22 PM

#810043 RE: ilovetech #810038

Maybe you haven’t noticed but technology is running by LP and DCVAX as she spends years doing who knows what. If L were any threat to business BioNTech would’ve taken tiny broke NWBO out already.
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skitahoe

01/17/26 6:34 PM

#810048 RE: ilovetech #810038

I think we need to realize that there are many types of partnerships. I don't believe that LP will sell significant shares of NWBO to a BP, but she'd partner with them to do a trial, and she could have NWBO paid for agreeing to such a partnership.

If anything, I believe that LP currently values NWBO substantially higher than she did years ago when she indicated that the company should be valued in the $20 billion range, or higher. I certainly don't know, but suspect she'd want $40 billion or more in a buyout, or in share price in an equity partnership. Of course, no such offer could come in until the market cap of the company is nearing in, or over, $20 billion. If we consider 2 billion shares outstanding, that's $10 a share.

Could we reach $10 a share on approval? It's not logically possible, but if mass media headlines are bold enough, you never know where a stock can go on emotion.

Would a BP purchase a company who'd share price was up on emotion? I believe they would if they really wanted the company and had previously agreed to either an equity partnership or buyout if a certain dollar price was achieved. A BP investing in or buying a company immediately validates its worth. If the stock peaked at $20 on announcing approval and a $40 offer for an equity partnership was announced with a BP, the company would almost immediately be trading near the $40 that was being paid by the BP. Such an offer would clearly not be based on earnings now, they're still near zero, it would be purely based on what they anticipate from the company in the future.

Gary
Bullish
Bullish