Why today's $KTOV bullish run is just the beginning of a highly anticipated BIG WEEK, why MERCK ($MRK) is leading many to believe they will be the potential collaborating partner & what that means for all $KTOV bag holders...


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1. Always remember, this is my opinion based upon my research. I've put lots of time into this stock so make sure you always research before investing.

2. Let's get straight to the point. Today was incredible. The volume on $KTOV exceeded 150 Million, we saw a 53% growth ending at .91 for the day & held strong through multiple walls of resistance. And this happened with NO announcement of Collab partner yet. But there will be...

3. How? Well there's a milestone everyone is anticipating, the Collab partner for NT-219. In $KTOV milestone breakdown, it shows there's a Collab partner that will be announced in Q2 for the potent drug NT-219 (1 week left)& who that partner might be is what everyone is wondering

4. Collab partners are big for multiple reasons in Biotech Pharma.

1. They leverage additional private and public capital
2. They enable rapid discovery & early development
3. Scale-up of investigational drugs at a pace not achievable for either party acting alone
4. Exposure

5. And the consensus is Merck will be the Collab partner and there's a ton of valid assumptions behind that (which I will breakdown shortly). If Merck is the partner, we could see a spike in the range of $3-$5 in my opinion & here's why...

6. Well an Oncology company called $SURF that focuses on developing next-generation immunotherapies that target the tumor microenvironment did something on May 20th of this year that in line where I believe $KTOV is going, they partnered with Merck..

7. $SURF has an investigational antibody therapy called SRF617 which has some similarities to $KTOV NT-219 but focuses manly on the gastric cancer (stomach mainly & esophagus) compared to head & neck for NT-219. But both focus on inhibition of tumors a high need in Pharma...

8. The partnership of $SURF & Merck took Surf's stock from $2.66/share to a high of $7.66 (287% Increase) & I believe if Merck is the Collab partner we could see similar percentage increases if not more. But you ask: why partner with $KTOV if they have $SURF ...I'll tell you now

9. Merck is trying to dominate the market place and there's still not a "cure" for cancer. Patients who're resistant to cancer drugs is a high unmet need in Biotech Pharma right now & so far, $KTOV NY-219 has been more than promising in both Tumor reduction & reversing resistance

10. But there's more, NT-219 has shown in their studies how much more effective Keytruda (Merck's multi-billion dollar drug) is to a patient in treating cancer. NT-219 enhances anti-cancer with Keytruda & helps patients get treated who are originally resistant to Keytruda...

11. And clinical trials don't always go as planned. A company who's looking to dominate like Merck will not put their eggs all in one basket and hope $SURF can help them accomplish this high unmet need in the marketplace. Better to have multiple studies going on at once for data

12. But also Merck's Keytruda has been involved with $KTOV studies for years now, this isn't just a new thing & the results continue to get better. So Merck does look like it could be the one...but there's more...

13. Today was interesting, $KTOV tweeted out at 8:58 AM (2 minutes before conference) about what they're presenting & they might've gave us the golden nugget. Pembrolizumab is Merck's Keytruda and the tweet focus is heavily on that w/ NT-219 & they also #KEYTRUDA

14. Now, I'm not biased but in my opinion, if you're focusing that heavy on a drug in your studies, it clearly shows who you're wanting to partner with. I guess the question to ask is, if you have so much success with your drug & Merck's drug, why partner with anyone else???

15. Then there's this from Saturday. Both $KTOV CEO & Merck following a veteran Biotech journalist at the same time. I guess the question is, did they interview with him? Are they setting up an interview for press? So many questions yet valid skepticism. Stars Aligning?

16. It just seems that it wouldn't make sense if it were anyone else than Merck and that's why I will continue to hold. Based on their NT-219 data, every company they've studied with has been a top 10 Oncology Company. If that holds true, we will see 2-3x share price maybe more.

17. But don't forget, outside of this Collab, let's not discredit Consensi that will now give revenue reports for $KTOV & increase the valuation of the company. They have $28-$32 Million in royalties & to hit revenue projections, only 29,090 patients need Consensi for one month

18. $KTOV has been extremely unvalued & the price is starting to warrant just what it has going on for them let alone the promising future for their incredible drugs & therapies. I hope this helped & I look forward to this entire week with all of you! We got this!

@yatesinvesting @StanTradingMan @stoolpresidente