So do I. I've pretty much liquidated everything and moved it to Imugene.
I can see that the technicals are prime for a monumental bull run given the right catalyst. But that alone is not enough for me to do that - the fundamental picture is the real story. If one can step outside the situation of their investment and look at what has been happening somehow. To see how LC was quite reserved with her language in the past and the type of science we got from that - which was very solid despite the lack of commercialisation as of yet, and to see how her excitement and language has stepped up preceding the cf33 results, and now again at another level. Compared to her demeanour 4 years ago and now the breaks are off and it's all subconscious things. Because she knows what we are yet to find out. To see how frugal the board has been with spending, have board members carrying out multiple rolls outsourcing much of the tasks to minimise expenses to the greatest extent possible, to what now appears to be a completely opposite approach. Why the sudden and clear change? Why try to stretch every cent as far as possible, only to now be spending like money doesn't matter any more. Watch some of the interviews where it is LC & another board member. Leslie can keep a fairly straight face on commercial questions but others can't hide their massive smiles, like the webinar with Woodward. In the past the company has refrained from any and all comments on a commercial nature. Over the last 6 months or so these comments are becoming common place. Not because of some whining on HC about the lack, butbecause we are coming to something. Look at the size of the cheques that BP are writing for therapies that don't even come close to what Imugene offers for just 1 of 5. Yes, there is still more science, but not a foot wrong anywhere. Not a major adverse reaction. The FDA is on board to speed things up, not slow and steady it down.
Its definitely not my advice to follow me down the path of all in, but my confidence is enough for me personally to take that path. If it doesn't work out and blows up in my face, I'll be pretty disappointed, but not ruined. But you know what, if it walks like a duck, quacks like a duck, chances are you can sell it for the price of a duck at market. If it plays out as it all appears through my rose coloured glasses, well...
One thing is absolutely certain though, if you want the opportunity and can handle the risk, you have to be holding the cards. Only buy what you can mentally deal with losing, because at end of the day it's just money. It's not health or happiness, and money can't buy either of those.
Just to inject a bit of humour,,,,,,,,,,,, A wise old hardened investor once said to me that money can't buy health and happiness but It can buy just about everything else. Health and happiness on the other hand, can't buy anything!
