Post by
biorun on Oct 04, 2022 8:40am
Irrational meets rational
Time to decide. Bottom feeders are ready to take your shares and sell them back to you at an elevated price.
Objectively:
1. Net new global deal with Abbvie worth at minimum the current valuation alone, and likely 2x that. The company has a clear path to profitability. I have zero reason to doubt this. It will be the cash stream that funds and supports all the scientific possibilities and bring this to ultimate buyout.
2. There are indications that this year brings in a new CEO. At this point, I would say this alone would bring a significant bump in valuation.
3. Pets, anti-aging, and anti-viral are big hitter files that stand a reasonable chance to be positioned for massive success, maybe in the near term. I see at least two recent like scenarios where next day valuation is 10 fold higher on a single deal or development event.
4. Scientific capacity is expected to get an important boost with the independent review. There looks to be a conscious shift towards higher paying pharma vs cosmetic. The science there is absolutely without a doubt world class.
My goal is to exit gracefully from this stock once the aforementioned is realized. I will let you know when I do.
Unless there is something extraordinary to talk about, its time I give this a break and let you guys figure it out on your own.
I have said what I need to say, and I am tired of trying to convince all folks in the boat that dry land is coming.
I can see the birds in the sky, and that is the first indicator its coming.
GLTA and do your own diligence before investing, or divesting.
Biorun
Trading opening price bid/ask 13.5
Comment by
Pandora on Oct 04, 2022 10:16am
So with the SP hitting 13.5 cents this a.m. is the Abbvie deal a total farce or, as the saying goes these days, 'the big lie', or is it such a bad deal on SBM's part that it is only worth a 14 cent share price? Something stinks -- as another saying goes.
Comment by
MirrorWorldMan on Oct 04, 2022 11:21am
Bottom line is businesses are evaluated on financial data and time for opportunistic rhetoric is over.
Comment by
lscfa on Oct 04, 2022 10:24am
There is zero visibility on revenues and cash flows. No time line or dollar amounts given for Abbvie deal and royalties are only generated IF Abbvie goes ahead with a product.
Comment by
lscfa on Oct 04, 2022 10:39am
p.s. $500,000 upfront payment is a cheap option for Abbvie on 1067. If they don't proceed no big deal. A low upfront payment was Sirona's choice is BS. .
Comment by
hcdtrading on Oct 04, 2022 1:19pm
Bio is still pumping. He says he sees scenarios where next day valuation is 10 fold higher on a single deal or development event. Again it is all about waiting for the next great deal... Kinda like the recent ones they pulled off. How are you not embarrassed while typing and posting this?
Comment by
zerbo on Oct 04, 2022 5:28pm
Email to Company by me Last update Mister Verrico, do us the shareholder a favor, resign! We don’t deserve you! You a killing this company!
Comment by
navajojoe on Oct 04, 2022 2:32pm
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Comment by
bazooka73 on Oct 04, 2022 3:43pm
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