RE: Still Buying13 Jan 2026 12:41
Roger, you’re building an entire disaster narrative on foundations made of fog. Every point you’ve made depends on assumptions about a contract you haven’t seen, nobody on this board has seen, and isn’t in the public domain. That’s not analysis — that’s creative writing with a pessimistic twist.
1️⃣ “The deal must be extremely complicated because of Avion.”
You don’t know that.
None of us know that.
You’re filling in blanks with worst‑case scenarios and then reacting emotionally to the scenarios you invented.
Big pharmas handle legacy partners, co‑rights, and shared IP structures every week. It’s not some unprecedented legal labyrinth. It’s standard industry plumbing.
2️⃣ “They haven’t announced anything before the presentation, so it must be bad.”
Or they’re presenting at the conference because that’s where visibility, partnering discussions, and deal‑making momentum actually happen.
Not everything is timed around your personal expectations.
3️⃣ “If there’s silence tomorrow, Tim has misled everyone again.”
Silence doesn’t equal failure.
Silence doesn’t equal “no deal”.
Silence doesn’t equal “Tim lied”.
It simply means: no announcement yet.
You’re projecting past frustrations onto a present situation with different partners, different stakes, and different dynamics.
4️⃣ “AIM CEOs say what they like in interviews.”
Tim has been painfully cautious for 18 months.
If anything, the complaint from bulls has been that he’s too tight‑lipped.
Your narrative requires him to be a hype‑merchant, but the actual interviews don’t support that.
5️⃣ “The share price will take a serious hit tomorrow.”
You’re predicting a future drop based on:
• a hypothetical lack of news
• based on a hypothetical failed deal
• based on a hypothetical Avion obstruction
• based on a hypothetical CEO failure
• based on your personal frustration with AIM
That’s five layers of speculation stacked like a Jenga tower
6️⃣ “People need to be more realistic.”
Realism isn’t the same as pessimism.
Realism means acknowledging what we know and what we don’t know — not filling every gap with doom.
Right now, the only factual statement is this:
Nobody outside IMM/Avion knows what’s in the contract, so nobody can claim it’s a deal‑breaker.
Everything else is noise.
OSD - Sticking with the facts - NOT fiction.
Sign In
Follow the stocks
