Thread by @WalksWithBulls, Ok everyone a lot has happen here in the last few days [...]

Ok everyone a lot has happen here in the last few days & it’s been a wild ride for team $ktov with much going on and speculation growing througout...

I’ve showcased my devotion and holding in KITOV (see pinned) and will continue to.

DD coming here on this thread!

First, this research and everything I am putting forth is my own research opinions and thoughts and is by no means advice or recommendation to do anything with your holding so please do your own DD as well and make the right choice moving forward. $ktov

In looking from the top, yes it was a shame that the deadline (for a second time after Q4 2019 same deadline) of a collab and initiation of the NT219 $ktov study was once again not met...

However, remember that these are goals set forth by @isaac2199 and @Kitov_Pharma on what they WANT to accomplish and the timeline therein...

Would you rather then NOT be aggressive and shoot for “the moon” collab or study? And just SURPRISE PEOPLE?

No they have goals people!

So with that said. They went for it and yes, it did not happen...
but let’s recap how we got here and why there are so many signs that this is a good train to be on and this is why team $ktov is so strong!!!

1. As @ChrisRandone put in one of his many DD on our beloved Kitov, the offering for .90 cents a share was agreed upon on Monday when then share prices was around .73 cents... so why would institutional investors agree to a higher price than they can get on the open market?

2. This share price was then uplifted to $1.12 while the share price was fluctuating all over and BELOW $1.12 but they were able to do this...

Once again why would investors agree to this if they didn’t believe in $ktov and future prospects and what’s coming?

3. So now to the current situation and finally an update from the CEO that refers to the EOM with a vote coming to possibly award the exec board more shares...

Why would we vote yes unless there was cause for celebration and reason to trade them?

4. This would mean that there needs to be some real progress and things to celebrate for the retail investors AND institutional investors to agree and vote yes... and here’s where the recent filing and status check comes into play...

5. Within the filing it talks about royalties for their current drug and this alone would be something to look forward to and bring some good vibes to the voting shareholders but there is so much more...

6. Within the filing it talks about a full blown study with Cetuximab done in 8 different sites... this is a big study with the drug that is made by $lly (one of the 4-6 different drugs they’ve done studies with thus far) however let’s look closer at the Eli Lily drug

7. The drug is not just made by $lly and it is actually distributed by Merck in Europe and has three way distribution in Asia as well with Bristol Meyers and Lilly and Merck

8. And so when you look at that it naturally brings up the two sides to a collab or buy out/merger... why wouldn’t one company want to just buy this wonder catalyst in NT219 or the whole company for “chump change” in 500 million or 1 billion or so?

9. Well if you’re $ktov then your best outcome is having collabs with many companies and drugs so you see revenue from multiple as oppose to a single collab or buyout... far better long term than one drug like Keytruda buying it or acquiring the rights and exclusivity!

10. So is this why it’s taking so long to figure out what to do? Do they want to figure out what company to collab with or pin their outcome too?

Or why would they do a Eli lily study and make $mrk alienated?

11. Well if $ktov already focused on Keytruda with many past studie and PR and so showcasing just how well they could be with $lly drug may push a bidding war or $mrk to come back for FOMO if it goes really well...

But wait there’s one more caveat and part that is HUGE!!!

12. So in the 8 site study there is one part with the Centuximab (lily) and the other is monotherapy and ONLY NT219...

And then with the results of this part they are looking at a phase 2... As seen below... and here is the golden nugget hidden!!!

13. If the other studies were with NT219 as a combination with another cancer drug... does this mean they are possibly exploring the NT219 to be a universal drug to repress tumors and work WITHOUT ANOTHER CANCER DRUG AND SEE IF IT WORKS WELL??????

14. And so not only will at this point after the $lly and $ktov study for 8 sites have $mrk really trying to get this collab or buyout happening... after this study will Kitov now have their OwN cancer drug to sell and get FDA approval like their current CONSENSI ????

15. And so what if this whole time we were all so focused on a collab/buy out when in reality $ktov with the royalties & two drugs may be looking to make their own drug that is not tied to ANY single cancer drug & can be prescribed along with others and a way bigger market cap!!!

16. And there you have it... the world is looking so bright for $ktov with endless possibilities where a buyout or collab may not even be the best outcome if they choose to stay their own entity!!!

And in closing I would like to thank @ChrisRandone & @t0_the_mo0n_ for leading our team and helping inspire this DD...

I am and will continue to hold as we see $ktov promising future unfold in spectacular ways we never thought were possible!!!

And I will continue...

To...

Hey @yatesinvesting check it out man! You were big on $ktov and I gave it a shot to do a DD to make you & @ChrisRandone proud!

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