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Biotech / Medical : Immunomedics (IMMU) - moderated -- Ignore unavailable to you. Want to Upgrade?

To: ghettogoulash who wrote (62984)	1/7/2025 1:16:32 AM
From: ghettogoulash	Read Replies (1) \| Respond to of 63306

A couple more MOUs in caps and closures-- a $65B addressable market-- and this is officially a growth stock, imo. Read: valuation multiples. In fact, the company just announced a second MOU for C&C with no dollar figure attached. It should also be noted that ORGN has already joined an alliance with PepsiCo, Danone, and Nestle. I wouldn't sleep on arch enemy Coca Cola either. CEO J.Bissell shared an interesting tidbit regarding that! Privately, above board. originmaterials.com. If Chatgpt is correct, any one of these 3-4 names once revealed would be huge, probably with a licensing agreement to follow, so less profit. But Wall Street won't even care. Kinda like when a biotech gets FDA approval of its first drug. It validates or derisks to some degree the entire pipeline. And unlike most biotechs who constantly need money and are thus targeted relentlessly (see IBRX), from the last earnings call: "Origin Materials Reaffirms Expectation of Run-Rate EBITDA Positive 1st Half 2026, No Additional Equity Capital Required."