TheInvestmentABC
1.8K posts

TheInvestmentABC
@InvestmentAbc
Hi guys, this is Dan from TheInvestmentABC and I am a selfmade investor and trader, always looking for the next 10x and a profitable trade. No financial advice!
Katılım Ocak 2019
46 Takip Edilen161 Takipçiler

I like how you are enthusiastic about ABCL. Have a look at $GLSI would love to hear your opinion. Here just why I am invested:
CEO said peak sales will be around $8-10 billion per year. If you put a 3x mulitple for a buyout, marketcap will be between $24-30 billion which is conservative, if we get the buyout after FDA approval. If we get bought out after interim, but before final approval we could be bought out for $5-8 Billion. So my price target is anywhere between $350-2100 (call me crazy that I think chances are high and this is a once in a lifetime bet!)
Why do I think the company will succeed?
1) CEO owns more than 50% of the company and bought most of his shares on the open market instead of grants
2) Management locked 6 years straight their shares (still locked until September 2026, interim and massive rerating is expected before that) If the drug fails, the CEO loses his entire wealth!
3) No Heavy dilution like other biotechs! The company uses an ATM just to Bridge the time until interim. In my opinion the company has already a Partnership agreement in place (just my opinion)
4) FDA approved Protocol change (they don’t do that when data is weak)
5) FDA approved CMC manufacturing (very unusual when drug is not approved)
6) Great phase2b results in December 2021 (which was the reason why the Price explodier back then).
7) Great open label data, mirroring the phase 2b results! A 0,7% reduction in the Treatment arm vs 4% historical data
8) The Company even indirectly said that the recurrences in the blinded arm Trend similarly to the phase2b and open label!
9) The Full steering Committee (The Beast doctors for breast cancer) endlose the company and co-author and abstract together with GLSI. The doctors know the drug is working otherwise they would not risk their reputation. They Can see how many total recurrences happened in the pooled arms and compare to historic data!
10) Time itself is on our side! If the drug would not work we would have seen 14 Events already in January in my opinion.
So for me This is not a binary bet! When such a chance present itself I bet heavy. 10000 shares heavy! Let’s go 🔥
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I have an electrical engineer/avionics/IT background, so most skills and knowledge are transferable.
Three weeks ago, I studied LLMs architecture deeply to understand the human data edge from $RDDT
Two weeks ago, I went deep into the tech stack for immersive digital worlds with $RBLX
Last week I became a biotech and antibody expert with $ABCL
This week I'm becoming a solid state battery expert thanks to $QS
That's what I love about the markets
Your positions drive you to understand deeply from first principles
University is useless.
Childlike wonder is everything.

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Check the Charts December 2021. In my opinion, chances are very good that such a move will happen again. CEO said peak sales will be around $8-10 billion per year. If you put a 3x mulitple for a buyout, marketcap will be between $24-30 billion which is conservative, if we get the buyout after FDA approval. If we get bought out after interim, but before final approval we could be bought out for $5-8 Billion. So my price target is anywhere between $350-2100 (call me crazy that I think chances are high and this is a once in a lifetime bet!)
Why do I think the company will succeed?
1) CEO owns more than 50% of the company and bought most of his shares on the open market instead of grants
2) Management locked 6 years straight their shares (still locked until September 2026, interim and massive rerating is expected before that) If the drug fails, the CEO loses his entire wealth!
3) No Heavy dilution like other biotechs! The company uses an ATM just to Bridge the time until interim. In my opinion the company has already a Partnership agreement in place (just my opinion)
4) FDA approved Protocol change (they don’t do that when data is weak)
5) FDA approved CMC manufacturing (very unusual when drug is not approved)
6) Great phase2b results in December 2021 (which was the reason why the Price explodier back then).
7) Great open label data, mirroring the phase 2b results! A 0,7% reduction in the Treatment arm vs 4% historical data
8) The Company even indirectly said that the recurrences in the blinded arm Trend similarly to the phase2b and open label!
9) The Full steering Committee (The Beast doctors for breast cancer) endlose the company and co-author and abstract together with GLSI. The doctors know the drug is working otherwise they would not risk their reputation. They Can see how many total recurrences happened in the pooled arms and compare to historic data!
10) Time itself is on our side! If the drug would not work we would have seen 14 Events already in January in my opinion.
So for me This is not a binary bet! When such a chance present itself I bet heavy. 10000 shares heavy! Let’s go 🔥
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@HenryCryptoG @wallstreetbets Haha no I meant from $5 to $150 in one day! Most crazy move I have ever seen in a stock
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@dbull888 GLSI will have its day and make the 5 months good in a one to two days candle 🔥
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$GLSI based on this chart I believe the probability of leaving the $20s for good is around 80%. We are just one PR away! It only takes one update that says 700-750 patients enrolled right now and off we go. Or better a partnership is announced :) I believe the company just signed a partnership deal which might be announced the minute interim analysis results are released (this is just my personal opinion due to the fact that the CEO has not bought since January). I believe this company has the best assymetric upside potential right now and we are almost there to unlock the gains. NFA

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@Spanos9118 Just outlined my thoughts in a new post. Nothing is guaranteed, everything is just probabilities. Smartest thing is not to touch your long term positions
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@InvestmentAbc Do you strongly believe there will be a significant pullback? I’m starting to think this momentum might carry forward into phase 2 data
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@Sai_s_destiny You might be right, lets see, time will tell :)
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@InvestmentAbc Good to hear. Expectation gap is always the largest alpha. PS: you don’t understand how quantum works in an exponential fashion - you’ve been in the linear world for your whole life.
You will be blown away by end of next year.
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$ABCL Hey ABCL family, wow we are almost there at my target price at above $6-6,20. From there I believe we will get rejected and most likely retreat back to a) either $5-5,20 were we find support or b) a deeper correction to $4,60. This depends entirely on the sentiment and overall market. The least probability for me is that we just break the $6,20 mark and move towards new highs, but everything is possible in a hot market! I am out of my trading positions at $5,68 earlier than my profit target, only because I already have a large core long term position. The air gets tighter from now on and anything is possible, therefore I just took ealier trading profits. We will have some very interesting days in front of us! NFA

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@JCann777 Blinded by greed. You will learn the hard way, just a couple more months. Good luck 🎁
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@cyberprince_rwo @InvestmentAbc bro just guessing out here with his trading strategy 🤣 ngmi
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@cyberprince_rwo I told you that I have a Long Position that I don’t touch until we are not completely overvalued PLUS a Trading position where I make some money with. Tell me what is so dumb about that?
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