Wolfgang schreef op 8 maart 2021 19:06:
Dit is van het laatste artikel uit seekingalpha.
Hij kan het beter verwoorden dan ik.
Het komt erop neer geduld te hebben.
Ik wil ze gerust houden tot 2023.
Verdict:
The company has been drifting in busted IPO territory on a combination of news vacuums – not helped in any way by its once-annual 20-F reporting – Covid-related delays, dilutive secondary offerings, and concerns over gene editing’s safety. However, the ability to restore site, as its lead candidate sepofarsen has demonstrated in some patients, should make investors take note. Factor in two other clinical therapies, ~300 IRDs, and a platform that could address up to 20,000 gene mutations, and the upside is significant. A positive readout from its Phase 2/3 trial for sepofarsen could send this stock multiples above it current share price. The timing of that readout is unclear, but with a cash runway into 2023 this busted IPO has a solid risk/reward profile at current trading levels.