They are REALLY lottery… make it or forget it… having said that, I dipped into them now and then… not the earliest stage, but something with some good initial results. They could still bomb down the road or take forever to be discovered by the mainstream, it’s still satisfying whenever that happens… like the recent purchase by GIC for one of my earlier forays in
$ASCLETIS-B(01672)$. It does happens… is all I can say… the fun bit is not when a big investor joins the party, it is when the company really makes it big or becomes a real takeover target down the road. Then it signals time to look for my next journey companion…
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Comments
Ascletis a solid runway to execute it clinical trial without dilution.
The recent post-raisings gives Ascletis a solid runway to execute on its obesity pivot without immediate financing pressure for the next 2 to 3 years
The sheer size of the China market is too enormous to overlook.