Sep. 8 at 2:19 PM
$IXHL $RMD $PHG $MTD
Part 2 of 2
Strategic Signals
Post-Phase 2 corporate actions suggest partnership/acquisition:
$20M share buyback announced (35% of outstanding shares)
347M warrant cancellation - eliminating dilution overhang
$50M cash position - why buyback instead of using funds for Ph3.
Investment Thesis
RMD cannot afford to miss IXHL after losing Apnimed to Shionogi
Superior efficacy + Fast Track potential = competitive timeline advantage
Dr. Wimms' consulting, signals intend and clear insight.
Corporate actions indicate imminent partnership/acquisition
Best-in-class asset no major player can ignore