RE: North17 Oct 2017 15:34
The thing is, everyone needs to do their own research. I've no doubt they're both invested here, with some clout too but have probably got in at the price they want and are off just off living their life for now. Will be back at some point as I know they're both very positive about this company. They are also pretty honest about the fact the have a holding plus some they trade.
Personally I like the balanced views, as long as there is foundation for it. I do tend to get carried away with the rampy stuff as it often has some foundation.
For me this is one of a very few companies that has a huge amount going for it. We're looking at licencing deals, potentially, before Easter 2018 plus 002 progressing swiftly too. Just because it has not been broadcast yet or any deals officially tied up does not mean we are not on the radars of some major players. There is a very big picture at large here and if you dig deep enough you'll find some very important, albeit seemingly tenuous links.
I took the opportunity to top up. I didn't expect a drop due to the demand prior to suspension but suspension took a long time. News during that period was very limited so I am banking on them being a little more forthcoming - which isn't always the way the science types operate if you look at the US markets, typically.
That said, they have produced a pitch and a marketing video to ensure people understand what they're investing in to which is a good idea IMHO.
We're main market and biotech is big business with limited opportunities. Historically where biotech has entered the markets it's either been led by scientists who do not understand investors, or by bankers who do not fully understand the science. This is why people like Naz say don't get your fingers burnt, because of the latter example. Pascal is in this arena in my opinion, and Reeves. But they sure know how to get finance traction and no doubt have made a few quid off this already. Fair play to them, it has been a well worked deal. Now we have world leading scientists taking patent driven deals to the commercial markets in various forms with support from the money men who have a vested interest. It's a formula that should work on licensing and sale and should make for a very interesting buy out in the future. If no buy out it will be a business that's worth plenty if they get the deals to market - for which the outlay is minimal as the co-crystal approach falls within clear parameters for testing/trials so speed to market could be very quick indeed, which means lots of money in short period of time.
Just IMVHO. DYOR etc etc.