Jun. 24 at 10:58 AM
$ABUS transforming into an IP platform and royalty company for LNP and HBV is the path of least resistance toward the much larger valuation outcomes on stock price (
$50,
$75,
$100+). The Moderna settlement validated the value of the IP. The next step is for management to articulate a clear capital allocation and platform strategy so investors can evaluate the long-term opportunity beyond litigation.