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AUTHOR
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15
member
4/14/20 9:42AM
Whoever averages down the most, Wins
14
Hi, guys --
I thought that was a Peter Lynch quote, but now I can find it. Am I mangling it beyond recognition, or does it have another source?
Yours,
Bowd
It's likely more market driven. massive outperformance of biotech ETFs until Q4. now underperforming. lack of imminent catalyst doesn't help in this market.
the list of investors is impressive. It's always a delicate balance between locking in financing vs waiting for data to possibly raise at higher levels. If the data on the earlier stage drugs coming out... login to read the rest
Quite dilutive private placement (almost double NOSH without taking into account warrants) but interesting timing and Vivo are back in again. Any views?
Thanks for the comments Mack. My comments on alignment referred to the fact that mgmt as a whole owns almost ~8% of the fully dilluted share count, assuming all options end up being in the... login to read the rest
Lendario,
Thanks for the write up. This reminds me of FURX, one of my favorite career investments to date, although in FURX's case, mgmt owned an absolute ton of stock and continually bought more up until the... login to read the rest
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