RE: Vulpes and redmile average 19.5 .8 Feb 2022 11:22
Cleaner, I don’t fully agree with your 14 points…it looks like a ramp.
Item 1 “positive results” ?? I am not aware of that as a fact, I am aware that no adverse effects have been noted after 16 trial patients.
Item 3 “Further trials in the UK” are not currently approved
Item 5 BioNTech’s share price is not relative to SCLP
Item 6 No reason they cannot buy that I am aware of (I admit I am not fully aware of the rules,)
Item 8 No evidence to support that we are “Leaders” it is an opinion… if it was a “proven” fact..then the SP would be a lot higher.
I am not negative, I remain a “strong buy” but I prefer to look at this with a tinge of reality.
I believe SCLP is a relatively “low risk” investment but investors should occasionally remind themselves that there are no guarantees. It would not take much in the way of “bad news” to dramatically move the SP down, maybe temporarily because of the multi-platforms but anything negative from trials on more than one front would see the major investors heading for the exit.
A concern for me is the speed of progress..it’s not weeks or months..it’s years and years to achieve anything …. and nothing to date is making any returns.
Having said all of the above, I remain optimistic ….and greedy!!