RE:From the motley fool article (1/4/2017)I thought the article in Motley Fool by Joey Frenette lacked any depth or real understanding of PLI and its pipeline. Most folks on this BB know more than this guy ever will. He has this vague idea about the large pipeline in Protein and small molecule, with costs be watched tightly, and a success in anyone would be a big deal - but like any biotech it is very risky and speculative - but with possible large payoff. His vision goes as far as a possible double on success.
He misses many important points. He does not differentiate between the risk level of the protein division and of the small molecule division. The proteins are hugely derisked as compared to most biotech trials and the small molecule (4050) trials. Thus revenue from the protein trials are very low risk and will start running begining 2017 and growing rapidly thereafter. This is as close to certain as anything is in the biotech sector. The numerous 4050 trials carry the regular risk of bioteck but all the early indications have already begun to derisk these somewhat as well, with alll things lookiing good so far.
He missed the difference that is inherent in the great market possibilities in the many indications for Pg and did not even single this block buster out. Nor did he make any comparisons between the price paid for Intermune and the greater potential that 4050 has, making it a tremendous (but more risky) potential blockbuster as well (in many indications). He did not even mention in passing the available inhouse manufacturing capacity nor the blood buying network. He did not mention the huge deals in China, Russia, Taiwan etc. Nor did he mention the collection of several Billionaires who have chosen to invest in PLI because they see the future potenial - people like Thomvest and Dr. Soon-Shiong.
What seemed to impress him is the rapid recovery of about 49% in the recent days. This is the big boys playing and trying to steal your shares. What he should be impressed about is the likely huge revenue expected say in 2019-2020 and thereafter - now that will be something truly impressive and what that will do to the PLI share price.
So all in all, I was not greatly impressed by this very shallow article and its slight understanding of PLI.
Glta
Stockman6767