Jul. 30 at 7:19 AM
$GOSS : Few things I’d say,
1: GOSS has been noticed by the momentum pump and dump buyers (they’ll be gone by next week likely)
2. GOSS getting new investors, Opaleye opened a 5% position on July 22 (13 GA filing), they’re good ones, bought
$ETON at
$5 and kept it on their portfolio, and more importantly, are HODLERS, can see them holding through PFUFA easily
3. GOSS, we, everyone needs the RS (needs to be on NASDAQ Global Select), but more importantly, Options market open up as bid price >
$2 (1:20 maybe my bet so
$4)
4. Dilution is real and will happen, let’s say they add
$175M to balance sheet and issue 500M more shares, then we all lose 30% easy, but here it’s important to keep some cash and buy more
5. November is the earliest possible exit horizon, if acceptance to file goes well, key de risking event will be gone and it’ll be the
$OTLK moment, unless you’re aiming to hold for 12 months
