Fantastic thread and post Ritzy! Let me just share a couple of novice thoughts not related to the short squeeze but Clarity in general.
IMU fundamentally wasn’t in phase 3 trials when it hit $3Bn MC. Clarity’s CLARIFY was (and is) in phase 3 when we hit our peak SP taking us also close to $3Bn MC.
The $ amounts raised by IMU and the Billions of shares thrown around like confetti has no parallel in Clarity.
IMU continued to license externally invented molecules and tried to run clinical trials whereas Clarity has internally developed their technologies (mostly) and has a strong patent position. They continue to explore radiopharma opportunities in other broad cancer categories which can change both the cancer detection and treatment paradigm.
What Clarity needs is the Co-PSMA trial to produce fabulous results followed by CLARIFY and AMPLIFY. IMHO these 3 are like 3 stages in a rocket which should be the SP. If all 3 are positive then $10Bn is the next stop. Every positive would make it harder for the shorters to profit or break even.
The SP has doubled in less than 3 months. If the SP continues to appreciate ahead of the FA (eg, MC exceeds $2Bn in near term), we may be in overbought territory and ripe for another correction IMO which may then give the shorters an opportunity to push the SP heavily down but whether they can push it below current levels will be an open question.
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