I couldn't agree with croumagnon more.
Cox again outlined a reasoned, conservative road-map for moving through very low-risk entry markets with HUGE upside potentials in the not too distant future. I made a very pleasant profit on DNDN this spring, but the possibilities surrounding GTCB make it a uniquely good investment.
As I've noted before, I think after the initial jump surrounding the imminent release of the US topline data and partnering news (potentially taking us to $2/share depending on what is announced), the chief danger to our LT huge appreciation of GTCB shares is a quick buy out.
Given the ominous threat that GTCB's intellectual property holds for so many massive pharma concerns, from them not to venture a quick purchase of GTCB ($500 million?) as simple insurance (much less as a conservative investment of their own), seems a very self-interested course and one I'm increasingly afraid will come to pass. LT it will be very good news for us if it does not.
I'm a conservative investor with limited means, but have upped my holdings into the six figures.
In the short and LT, our patience will be rewarded.