Thanks for the introduction. Now the question... Another pharmaceutical share in the portfolio? The growth looks great. I think I'll take a small position here into the new year in addition to the planned increases 😉
@capital_captain_2693 The company has been listed on the stock exchange since 2021. And since then, the chart has only gone up. That's why I don't think the share is quite as risky and volatile. Should I slip into negative territory, I see it more as an opportunity to buy and less as a reason to sell
@Tenbagger2024 this is indeed exciting even for me! I'm sitting on a few pharma/biotech bets, but I'm really interested in this one.😉
What irritates me a bit about it though: The massive jump in the financials from 2026 to 2027. This is less likely to be due to an even more mature market for the main drug, and the pipeline is also very manageable. Conversely, this means that market launches of development candidates or further treatment approvals for the main drug are almost certainly priced into the forecasted financials. A lot of coffee grounds to read, of course.
Which made me a little suspicious: The last update on the studies for the development candidates was in mid-2024? Is there anything more recent? The time span without updates seems extremely long to me.
But: it looks exciting and I'm currently thinking about where I can make a little cash liquid to collect a first tranche.😁 My TR depot opening has given me one or two more ideas about what I can and will do, I'll probably report on this again briefly in a post later.😅😂
Thank you once again, my dear, for finding pearls for us and for your work.🙏🏻😘
