From a company strategic standpoint this was a good progress...

From a company strategic standpoint this was a good progress update and shows the company is in capable hands.

Paradigm is a small company from a market cap perspective with a high efficacy product which has a relatively low risk profile due to the known safety properties of iPPS along with the current results from studies and patient outcomes. We are in a peculiar sweet spot at the moment.

The sweet spot only exists prior to commercialisation while the market cap is small and the company is relatively unknown though. Assuming risks are not realised in a material way we are likely to only be talking about timing now before the market cap starts to increase as event catalysts come and pass. I have only invested in the last three months - so I am happy to wait and grateful that I made the investment within the current sweetspot.

While the analysts and market is not aware of this company and it's IP/product we will continue to have a large information asymmetry where we have priced the company higher than the general market. It will be interesting to watch the impact to share price as the information asymmetry levels out over time.

The information asymmetry feels a little bit like when I was buying BTC @ $8 - $13 when most people had not heard of it (I wish that story ended out as well as it could/should have). Older and wiser now ... hopefully we all do better on this journey. The key to this stock for me now is to be patient and monitor and learn as the journey unfolds. If I was not at my current allocation for my portfolio I would still be accumulating at this price. It is hard to know how long the current accumulation sweet spot will remain for but my guess is that we will not come back to this type of price again once we get past the next three to six months.