DXB 1.16% 43.5¢ dimerix limited

DXB - Research & Valuation, page-167

  1. 2,006 Posts.
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    If the valuations were at 2021 boom levels for potential opportunities (where IMU was valued around 4bn, currently 400m), we would have well exceeded $1.5-$2.

    Unfortunately market is still cautious but slowly waking up to the Dimerix opportunity. Would be nice to see close to a $1 target before one of the big US/China announcement.

    Good to see some long term holders still here, nice to see @DoctorBrad still invested, hopefully your conviction on DKD also comes true in time, I remember you were more confident on DKD data over FSGS back when the results were about to be announced. Sadly the market didn't understand the relevance of the data and only focused on the top line message.

    Good luck to all long term holders, most of us been here since 2017 and its nice to see returns in multiples....I think if we get a deal or two this year...most of us will be sitting around >10x...can't complain...
 
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