RE:The value of the paper is quite evident...to everyone except to most analysts, most institutions, and most investors on both sides of the border.
I wonder if the PMX tire kickers know about Dialco and the FDA approved SAMI and the partially approved DIMI, and if the Dialco tire kickers know about the PMX,phase 3b confirmatory Trial, with favourable carryforwards from Euphrates and the FDA approved companion diagnostic?
This is unlike a two trick pony - where you can only sell the pony to one buyer. This is really two ponies and possibly (likely) two different future owners. (it'll be a bit sad to break them up)
Given the limited number of potential sideshow buyers (of each pony) perhaps there are only two marketing strategies:
1. Excite the public about what is coming to a carnival near them, your ponies and their amazing never before seen tricks. That in turn, will allow the Sideshow owners to gauge the public's appetite for the ponies, and perhaps entice them to outbid each other for one or more of the respective ponies?
2. Keep your ponies under wraps (away from the eyes of the public) - until the last possible minute, when you have two Sideshow buyers on the hook. Pray one of your ponies doesn't get ill or break a leg in the meantime. Or that the market for circus acts doesn't dry up altogether. And that you have maximized the value that can be derived from each pony.
MM