Agree with your analysis. Allan Gray have various different mandates across many funds. This is merely a rebalancing imo, not a response to the PREVENT Trial announcement or the general progress of the company. I have a reasonably large holding and was happy to increase by 10% at 16c after the recent announcement.
Listened to the recent investment call this evening and I remain bullish. Will top up again on any pullback. Gut feel for what it is worth this should be a 1 billion market cap company. My opinion only DYOR.
Agree with your analysis. Allan Gray have various different...
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