GREY:ATBPF - Post by User
Comment by
bringon10baggeron Feb 29, 2020 12:59pm
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Post# 30751179
RE:RE:RE:Don’t Skin Me Alive MugsMods
RE:RE:RE:Don’t Skin Me Alive MugsModsTruly awesome times, thanks mstrmind for your time and comments.......investing at these levels with positve outcomes, everyone can be masterminds in investing.....lol.......a billion deal puts us $3-4/share and will likely extend beyond there, the billion is just a starting point.....imo...l
mstrmnd wrote: 2 functions:
1) The obvious - hard to convince people of what lays ahead when people live on trends and curves (and likely on the financial edge) when Covid-19's impact is universal. If the markets bounce back next week, this is as close to a sure investment as you get in the next 8 weeks relative to alternatives. This Covid-19 collapse window overlaps with the most exciting time in Antibe, so money will be much safer here than elsewhere. There should be steady climbs in the next 2, 4, 6, 8 weeks including any big pharma plans or annoucements.
2) When you fill to 100% this slow, it's no surprise to anyone on the inside that the final entrant is in (about time!). In fact, slow recruitment with this many sites is a VERY strong indicator of the quality of the trial and increases the chances of success even more (totally less risk than aggressive sloppy recruitment). The human psyche and its PTSD after losing money triggers a very strong fear aversion (everyone is on a scale of 0-10) - so today was a great day to buy, where short-term risk is now totally gone, but because eyes were all over the place purely to monitor and stop bleeding (noise), the market didn't pay attention to ATE.V. Great value for the 2 million shares today.
Very simple:
The TSX Ventures completely devalues ATE.V. Totally undervalued. ATE.V is buried in the trees where helicopters are not looking
Ridiculous updside though. In the US, you can only imagine where ATE should be trading today. The Phase 2a and 2b trials are magnificently designed that its in fact Phase 3 quality. The company's strategy is very clear:
1) Set up big pharma talks well in advance to lay the foundation for an acquisition - CHECK
2) Complete Phase 3 quality RCTs in Phase 2 to de-risk Phase 3 for Big Pharma - CHECK
(the kicker - if its 2 trials with primary outcome this strong with p < 0.001 - it's remarkably clear this is a medical blockbluster that could change the way doctor's prescribe globaly, and with these strong of results, Big Pharma could gobble them up unexpectedly).
Pre-arranged buyout after Phase 2B vs. Pharma Bidding War set up
If someone doesn't buy this company in the next 12 months - I will be shocked.