DXB 6.67% 56.0¢ dimerix limited

Ah, where's the popcorn? I could listen to you guys bicker all...

  1. 91 Posts.
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    Ah, where's the popcorn? I could listen to you guys bicker all day...every day it seems!

    Whether Kathy and the team have done a good or bad job to date is kind of irrelevant. The ST SP is irrelevant. This CR outcome is irrelevant (they'll just do another one in a year's time!). It's all marginal stuff if you're in for the long haul. The underlying LT risk-reward value available at the current SP is phenomenal IMO. The big game, the potential blockbuster status of DXB-200, is looking good, it's in better shape than CCX-140 (Chemocentryx) and Sparsentan (Retrophin) in standard of care terms.

    This is a bottom drawer, ready to come out to de-risk if/when a licencing deal is done, and then ride the rest up and away...if it comes off!

    In the meantime, back to the sideline with my popcorn watching the fun and games continue...
 
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