RE: Are MMs letting big pharma build stake for T/O??24 Sep 2025 11:21
Hi Buffa, exactly! The sp falls below the placing price of a premium of 39% over 3 months when other cos are offering 50-70% discount, eg POLX 74% and today GDR 64%, just didn’t make sense and to me this suggest something behind the scene ie IIs or big pharma purchasing with the help of MMs driving the price down. Earlier I made reference to both and here we have ABRDN World Healthcare Fund buying. Why didn’t they take part in the placing? Or did they and there wasn’t enough hence today’s purchase? And were they/another pharma buying in the market from yesterday too hence the mms driving the sp down for them on the day the sp should have well up. Normally with yesterday announcement the market will drive the sp much higher as the money was to accelerate commercialisation which include other deals in addition to Tempus as the today’s rns makes clear. The unique test is for a market of 250 millions patients, not just the 15 millions US patients. Think of the EU, China, India, the Middle East etc…. I would expect a deal within the next month outside the US as per the last 2 rns as to the need for these placing money. I wouldn’t be surprised to see the sp end well above the placing price today, certainly tomorrow. ABRDN World Healthcare Fund could have bought below the placing price yesterday and today. But they can’t bothered cause they know what’s in store and 1p wouldn’t make a difference in a bigger scheme of things. Yesterday I added 10k and registered for 20k for tomorrow retail placing. And for the same reason I’m not bothered I didn’t buy cheaper yesterday or today, you just can’t time the market and have to look beyond daily sp fluctuation. Good luck