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Originally Posted by Ricky-bobby
Yep, just doubled down yesterday... you?
Yep still holding and buying little more when I can. Up 60% since Jan. I think Orledeyo fair value is 4 bill market cap so 25% upside still to come. Factor d trials later this year could see share price rocket, but I think Orledeyo success means the down side risk is minimal. Essentially, my plan is to hold and expect price to rise to around $20-24 p share with potential for $xxx if Factor d works.
Only material risk I can see is scientific fraud or some kind of Orledeyo catastrophe and the risk of that is small.
I watched the conference call from yesterday and I was really impressed with the research spokeswoman (top right of screen). Megan and Stonehouse seem a bit over confident, but you tend to get that from non-science types.
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