Sep. 26 at 12:47 PM
$EVGN my personal interest here is to have this as low as possible, but this is bizzare. This company for many years have been doing a very good service to science, and a much worse service to its shareholders. finally, Biomica is reaching a point in which partnering could happen with a pretty good candidate and a good partner (shc). Casterra is in a good position as well. they are in crossroads - sell or finance its growth. last thing is their small molecule search & design database. the potential is finally there. there was never a way to really monetize properly their data, but ai gives you ability to do so. can they build a business around it? I believe yes, but they need to prove they can do it. its finally their time. Lavie Bio got close, but Corteva pulled out. biologics are hard sell as they are harder logistically and less convinient to deal with. anyway, good luck to all. I will continue to nibble. thanks to the sellers at these levels.
