Nov. 14 at 8:15 AM
$CLRB Why I'm optimistic despite the strong negative share price reaction:
1.) Iopofosine's FDA approval (BTD, OD, FT, and RPDV for HgG)
2.) Iopofosine's EMA approval (PRIME, CMA-ok!, OD)
For both regulatory pathways in the EU and the US, the statistical probability of success is 80%!
Financial figures:
Cash at the end of 2025 is expected to be over USD 12.5 million (already deducted Q4 2025).
Available warrants are expected to be over USD 15.0 million.
Total dilution would then be approximately 7.0 million shares, which would be extremely low!
Potential partners for Iopofosine in WaM have completed due diligence, and a deal should be finalized ASAP, no later than Q1 2026!
Supply contracts for the isotopes are in place! LTE data is under embargo for FDA and/or ASH-Congress!
On top of that, data from the CLOVER-1 study is pending in further indications (expected Q1-2026).
So, the bottleneck before the share price explodes is the LTE data!!! After that, in my opinion, the dominoes will fall...
