I've only got a small holding in AHZ because I assumed we are a long way from income streams which can cope with the significant costs of clinical trials.
That said, I'm not unhappy with a CR. Dilution doesn't worry me. Poor science does. Unprofessional management does. Limited market does. Small profit margin does.
None of these worries apply to AHZ. This is a stock with game shifting technologies and incredible LT rise in SP is inevitable IMO. So I'm philosophical. You can't be totally greedy. Massive lifts in the SP have some smaller offsets.
I've only got a small holding in AHZ because I assumed we are a...
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