$KTOV DD by @ChrisRandone
Long holds, haters, compliance & bears pushing out reverse split talk. The past two weeks have shown us it takes mental toughness in this market & the belief of a vision within a company's pipeline to keep you positive. We focus on that today with another $KTOV (DD Thread)
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— Chris Randone (@_cdome) July 13, 2020
This weekend has brought the attention of a man heavily invested with $KTOV, Ran Nussbaum. Before I get into this, please note: if any of this information was discussed on other platforms like Stocktwits, I credit this to you & thank you for doing DD on behalf of $KTOV nation. pic.twitter.com/6Bg6lzPzcB
— Chris Randone (@_cdome) July 13, 2020
This fund stood out to me because since 2019, $14.92 Billion has been Invested into Life Science Companies & Pontifax is tied for third with the number of investments across all other firms with 5 investments. pic.twitter.com/XdcQzmWM4S
— Chris Randone (@_cdome) July 13, 2020
Well let’s take a look at Ran Nussbaum’s experience & results. First, here’s the bio picture & introduction listed on the Pontifax website. As you can see, Kite Pharma (sold to Gilead), cCAM (Sold to Merck), & ArQule (sold to Merck) really stand out when it comes to his expertise pic.twitter.com/1zR0PIjkIq
— Chris Randone (@_cdome) July 13, 2020
Let’s start first when Ran got initially involved with ArQule. The date was November 2017 where ArQule’s pipeline was majority in clinical's. A time where ArQule was trading around $1.06/share & a cash injection that took them to around $1.50 a share.. pic.twitter.com/1KDJ2DYghP
— Chris Randone (@_cdome) July 13, 2020
Yet, ArQule was trading at $1.65 to end 2017. If you can understand the level of undervalue $KTOV is at currently, please comment because they are. Then, two years later, ArQule gets acquired by Merck and immediately is a $20 stock, up from the $9/share being traded at the time.. pic.twitter.com/ebEutG5n5N
— Chris Randone (@_cdome) July 13, 2020
$MRK failed with cCAM because of a dosage miss which then decided to stop further clinical development of MK-6018 also known as “CM-24”. $KTOV’s powerful drug in Phase 1 with Bristol Myers Squibb. CM-24 was acquired by $KTOV in 2019. pic.twitter.com/2uLZbp2shp
— Chris Randone (@_cdome) July 13, 2020
https://twitter.com/ChrisRandone/status/1282485967731990535
Why important? Everything is spread out in the US. In Israel, things get done faster & eyes can be seen on studies, clinical's & phases of drugs in pipeline more. Ran also says how they primarily only invest in Israeli life science companies, very rare outside of it… pic.twitter.com/00W1YQGJS9
— Chris Randone (@_cdome) July 13, 2020
Second, Biotech companies in Israel get almost half their research and development expenses from the government. So we’re beginning to see the value of money when it comes to cash an Israeli Pharma company has compared to let's say, a US based Pharma with expenses, etc. pic.twitter.com/FeSoq87FR6
— Chris Randone (@_cdome) July 13, 2020
And I think it's safe to say, $KTOV is a stock that is being manipulated but it's incredibly undervalued. People are waiting for a collaborating partner with NT-219 but I think even without that, we're looking at just a an any moment situation when big investors take notice.. pic.twitter.com/Gn4hVt1xxc
— Chris Randone (@_cdome) July 13, 2020
I hope this all helps & it's been an honor to take part in all of this with you guys. This company is incredible & has a pipeline that I feel very confident in. With all the potential brewing, I'm looking forward to this journey with you all. Have a good night. pic.twitter.com/5AJy6RA8kD
— Chris Randone (@_cdome) July 13, 2020
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