research reports and media, page-2410

TanamiRod, FarmerBob has shared the Research note by Cap 51. Re Lockup etc there is no longer a lockup, the fund can offload anytime. However, I know first hand they are holding for the LONG Term (post registration) with a view to a bigger pay day. Unlike all the other funds, Cap 51 have actually hived our PAR Holdings out of the main fund (rather than having to off load them (due to risk mitigation) when they were around $4.00. Usually a fund will de-risk by selling as the price increases so it does not become to big a portion of the fund hence impacting comparitive returns (negitively and positivly).

RE the Take over TanamiRod.. Yep Im well aware of the process and the following will potentially be miscontrued to a takeover is happening (which we dont actually know) but...
Say Im a big pharma thats missed out getting a previous OA drug up, they know the market, they approach PAR to get access to the TOP secret data room in the guise of a partnership, they can see that this is a "BlockBuster" and they understand the dynamics and size of the market... they asses the company structure, go to 4.9%, quiet chat with the chairman, lob a too good to be true Bid ($20 would seem like alot based on the current price) board recommends... Game over... Now if they were really smart they would wait till we anounce DMOD from 008, which should drive this thing close to $0.00 (even with $40m) in the bank and sending poor old Beaza79 into apoplexy.