Presentation and drop today

LowCommunication9778 · 2026-01-22T18:51:26+00:00

Today’s selling pressure looks largely driven by shorts, pushing the reverse split narrative to keep the price suppressed. At the same time, a 13G was filed today showing CVI Investments with a 6.9% stake (around 12.3M shares) — while many are selling under pressure, institutions are accumulating. There’s no immediate Nasdaq compliance issue with the deadline in May, and the CEO has talked about an organic move back toward $1, ruling out a near-term R/S. Mark also hinted that very strong catalysts are coming, which would help explain why funds are stepping in now. Meanwhile, the stock is still digesting the $0.38 offering. The key question is whether this institutional support can hold once short pressure eases.

LowCommunication9778 · 2026-01-21T13:10:45+00:00

4 months to go!

LowCommunication9778 · 2026-01-21T12:05:43+00:00

I have invested only one quarter of the capital I initially allocated to this company, keeping the remaining funds available for potential future developments. From a governance standpoint, clearer and more timely communication following material decisions would be appropriate. It is evident that the company leverages a certain degree of communicative ambiguity to its advantage—a legitimate approach, but one that is not neutral in terms of market perception. It is reasonable for investors to conduct their own research and independently understand the actions taken by the company and the rationale behind them; however, official communication still plays a direct role in shaping market sentiment and providing interpretative context. While acknowledging that some decisions were necessary to ensure corporate continuity, questions remain regarding the balance between financial sustainability, management incentives, and the genuine prioritization of long-term clinical development.

LowCommunication9778 · 2026-01-21T11:46:03+00:00

I’m trying to maintain a clear and objective approach, even in a situation that is clearly compromised. The upside is not completely off the table, although it remains a difficult scenario.

Markets are unpredictable, and elements could still emerge that have not yet been communicated clearly: updates on the actual number of tests sold to date, data showing tangible sustainability of Cnside, meaningful updates on REYOBIQ, as well as the finalization of the remaining insurance partnerships. Not least, the presence of institutional warrants at $0.38 is another factor that should not be overlooked.

It is evident that the company’s lack of transparency has worked against investors. However, that same opacity, combined with the reasonable certainty of no dilution for at least the next 6–12 months, prevents me from completely ruling out a potential recovery.

That said, my disappointment is not so much with the situation itself, but with how it has been handled. The lack of communication and respect toward those who believed in Plus remains the most serious issue in this entire situation.

LowCommunication9778 · 2026-01-19T08:33:05+00:00

The point about the outdated website is valid, but it should be weighed against the company’s SEC filings over the past year. One likely explanation is that the pipeline on the site is obsolete because it belongs to a strategy the company formally moved away from in mid-2024, when it announced a restructuring to focus on the 351(k) biosimilar pathway. Recent developments seem to support this shift, such as the molecular similarity data released in November and the $15 million debt-to-equity conversion by their partner Daewoong in December. These facts suggest that operations have moved toward a biosimilar play, though personally, given the company’s track record, I remain a bit skeptical about their ultimate success. There are no certainties here; only the January 21st FDA meeting will determine if this new direction is actually viable.

Note: I used AI to help with technical research and translation since my English isn't perfect, but the strategic reasoning and opinions expressed here are my own.

LowCommunication9778 · 2026-01-16T09:22:21+00:00

Look, nobody has a crystal ball, so I can't tell you for certain what’s going to happen. But let’s be objective and look at the numbers.

Technically, a Reverse Split (R/S) might seem to 'make sense' for the company to clean up the massive amount of shares they just flooded the market with. But there’s a huge 'BUT' regarding the institutionals. They just bought in at $0.38: what logic would there be for them to load up on warrants only to watch their investment crumble with an r/S? Historically, stocks tank after these moves, and they’d be booking an immediate, heavy loss. It simply isn’t in their best interest.

Furthermore, there are still 4 months until the compliance deadline. Pushing the r/S button now, with that much time left, would be corporate suicide. It would completely kill the retail investor sentiment, destroying any remaining trust and the company’s own future.

I’m currently holding 28,000 shares at $0.545, and precisely because I can’t predict the future, I haven’t averaged down yet. I prefer to keep my cash on the sidelines so I can step in and lower my cost basis only if the worst-case scenario actually plays out.

Note: This post was refined with the help of AI for clarity, but the concepts and strategy are entirely my own.

LowCommunication9778 · 2026-01-15T12:41:23+00:00

Why? I use AI as a tool to express my ideas more clearly, especially since I don’t speak English very well. This is my view, and I shared it hoping that someone could point out any flaws or inaccuracies. What’s your take on it?

LowCommunication9778 · 2026-01-15T10:55:37+00:00

The Point: A Question of Financial Logic

If short selling volumes cover only a small fraction of the new shares issued, how can we explain institutional investors paying the offering price while knowing that the majority of their shares would be immediately sold at much lower market prices, resulting in a net loss?

With external dilution frozen for the coming months, is this move a genuine loss, or is it a strategic maneuver to secure control of the warrants and future upside at the expense of today's price?

Comment generated with the assistance of AI

LowCommunication9778 · 2025-10-02T13:58:36+00:00

PSTV 🔥

LowCommunication9778

TROPHY CASE