Jan. 18 at 8:27 PM
$MGTX $MGTX Why has Perceptive Advisors held since 2018 and just locked up for all of 2026? 🤔
1. They Own the Infrastructure: They financed the CDMO facilities. Even if a drug delays, the factory is a strategic asset for Big Pharma. 🏭
2. De-Risked Funding: The Hologen AI deal brought in ~
$200M non-dilutive cash. No need to dump shares to fund the Parkinson's trial. 💰
3. Board Seat: Ellen Hukkelhoven (Perceptive) is on the Board. She sees the unblinded data. If it was bad, they wouldn't be locking up shares. 👩💼
• Sold a tiny slice for taxes 📉
• LOCKED UP ~10M shares for 12 months 🔒📈
Smart money isn't leaving before the Parkinson's data. They just confirmed their ticket for the 2026 ride. If they aren't selling, neither am I. 💎🙌