MSB Trading 2021 - paradigm shift, page-4901

Hi Pazy

u can try not sure and nobody is)
my guess ?

all funds have highly qualified team. They know very well the segment they are in. If the broker is bio tech they have really qualified experts working.

they work with risk management and they dont “ gamble” they invest in x percentage of risks.

when a company like MSB lose in that sequence 100% of all endpoint means clear pattern “ we dont have the treatment”

what creates more problem is the secondary that most if cases was positive.

and to make more complicate we have one deal with a major Pharma.

if they say.... yes its a good trial... we go to roof... if they say... uhmmm leave to another time ... we go to hell.
we have no income , no perspective in short term to have and as much people try squeeze the evidences . The only one really present is

we are in trouble...

the fact we raise capital so recently (-again) is not just a dilution if value if the share, but invite us to think, after 10 years are we doing good ?
can we go ahead with more trials now addressing this secondary point ? Have people available if Novartis say no ?

Funds are cruel.

too much risk to bear even if the chances are good.

they cant cope with share goes to 1 !!!

they meed to explain to governance how they expose the funds if thousands of investors.

i think the seduction , they dream , the confidence all gone.

share when no buyers comes everyday, u can bet. sellers comes.

CATO

note- just my view