RE:RE:RE:RE:AIGH Capital Management new stake reportedI think it is worth pointing out that the stock rose 500% or more on hopes for Egrifta and over 1,000% on Trogarzo. So, the issue is not incorrectly buying at bargain prices but not selling when the price was high. And we seem like we are in position for another big run higher in the stock, potentially even much bigger than the Trogarzo run if the cancer trial gets good results.
It is also worth pointing out that the company could generate profits on the legacy drugs if it was not spending on the two huge opportunities it has.
Also, the market does not mind at all if you are spending a lot of money on worthwhile proejcts. Just look at TPTX that I highlighted a couple of days ago.
But, yes, TH's leadership did not do a good job on shareholder communications and capital allocation and it has cost us a lot. Despite that, if cancer works, that will likely be a small blip on everybody's radar screen except mine. And if there is a NASH partnership out there which gets the company the respect it should have for its phase III NASH trial status, then that too should cause the stock to jump alot.
There might be an accident scene in your rear view mirror but don't get caught staring at it too long or you might miss the smooth sailing just ahead.
I am beginning to wonder if some big news is possibly on the horizon. LSA has been employed for a while and I would have thought they could have cranked out a nice report by now. Since they have not done so, I have to think there is a reason for that. Perhaps they are waiting for that news to drop and then they will kick into gear. Hopefully, if there is big news, it is good big news!
canadapiet wrote: Wino 115 wrote:
It's not too hard to find 4 guys who love a bargain, afterall.
Bargain???
Are you sure???
That has to be seen in the future, isn't it??
How long are they on the market?? Look for the past 10? 12? 15 years????? How long is Mr. SPCEO telling the story of "the lift off"...........????!!!
It was a must own after Egrifta! It was a must own after Trogarzo! It is a must own now because of premature oncology asset and a "lucky" Nash asset ????
They sell 2 products for a negative income.......
They burn a lot of money........
They, the great management, costs the shareholders a lot (way to much) of money!
Etc.
Good luck