RRP, Nice purchases!
Every short thesis built around "failure" will be proven to be a false narrative the moment DCVax-L approval happens.
To be clear: the current $0.3B market cap is the valuation of a "failed" company. We know this because the current non-commercial value of the Sawston facility alone, fully licensed by the HTA for MIA and Human application and GMP certified, is worth that on its own.
Let that sink in.
Now, start adding the rest:
- Add the Flaskworks automation and the Roswell Park license.
- Add the manufacturing IP and the global patent portfolio.
- Add the fact that the DCVax-L Phase 3 trial is a proven success.
Then, apply a "Commercial Value" multiplier—a 10x minimum—on everything listed above.
- Add the projections for future sales and net profits.
- Add the massive growth potential of the entire DCVax platform.
Finally, factor in the forced covering of short positions. As they flip from leveraged "in-the-money" positions to accelerating losses, automatic margin calls will take over.
The last 10 years have been a coordinated bear raid on a company that never stopped making substantial progress on all fronts: science, regulatory, trials, and patents. The reality of multi-year bear raids based on false narratives is simple: when proven wrong by commercial success, they all get reversed in a big-big-big way.
Are we talking about a major investment opportunity?
Yes.
Bullish