Mar. 5 at 6:41 PM
$AFMD folks, Claude from Anthropic is simply amazing! I feed it a few publicly available facts: Gilde anchored 2022 offering and bought 6% of common shares;
$AFMD stopped doing ATM ever since (they did ATM every year before that) and the company rather layoff R&D staffs and its CEO without tapping ATM; Gilde keeps those shares instead of dumping prior/after insolvency -- unlike all other intuitional investors. Claude independently "deduced" that the most likely reason for Gilde is to conduct a reverse merger with one of its portfolio companies. I then asked if Catalym is a good fit for the merger and Claude not only aligned both companies scientifically (assuming
$AFMD keeps some IPs after the proceeding); it also did more corroborative thinking and pointed to me that a recent CFO appointment at Catalym could be a sign of this reverse merger.
Surely no one knows the future and Claude can be wrong but it thought process is so impressive -- it's the best IMO.