My thoughts on $KTOV's upcoming moves. This is all my opinion and is really speculation based on what we already know.

With that being said, I think today's big move is only the beginning...

(PART 1/20)

For starters, if you don't know what NT-219 is already and why it's so special, here's a quick recap:

NT-219 is a molecule targeting prominent drug resistance pathways. Allowing cancer patients who would otherwise reject antibodies such as cetuximab to take them.

(PART 2/20)

Now, this is super important because it could increase the effectiveness and universality of drugs such as cetuximab and other EGFR antibodies.

Currently, NT-219 is being tested primarily alongside cetuximab which is marketed and sold as "Erbitux" by @LillyPad.

(PART 3/20)

So why should @LillyPad and other Big Pharma companies be interested in @Kitov_Pharma's NT-219, you ask?

Well, as I said before, NT-219 could greatly improve the effectiveness of drugs like Erbitux.

(PART 4/20)

Therefore, @LillyPad and other Big Pharma companies like @Merck are left with two main options.

1): Buyout @Kitov_Pharma to make NT-219 a key part of their EGFR antibody offerings.

Or...

(PART 5/20)

2): Partner with @Kitov_Pharma and integrate NT-219 for use with their existing EGFR antibody drugs.

But here is where things get really interesting...

(PART 6/20)

On August 6th, @Kitov_Pharma will hold a shareholder vote to authorize a raise for the board and key officers as well as to authorize more generous equity stakes and options packages.

(PART 7/20)

Now, the reason why this is so important is that it adds a lot of validity to the aforementioned theories of a BO or partnership.

(PART 8/20)

Think about it, @isaac2199 and @Kitov_Pharma aren't going to ask shareholders for a raise unless they feel that investors will be in a good mood then, which could only occur if they appease current shareholder demands.

(PART 9/20)

That would add validity to the partnership theory, which I believe is more likely and I'll get to that momentarily.

(PART 10/20)

The other theory is that they are looking for a BO from Big Pharma ( @LillyPad, @Merck, etc...).

If that's true, it would make sense that the board as well as key executives want more equity and more options before announcing a BO.

(PART 11/20)

Now, the reason why I think the BO theory doesn't hold up is that I think that @Kitov_Pharma wants to try going at it on their own. According to their latest PR regarding NT-219, they're looking at the possibility of using it as a monotherapy.

(PART 12/20)

This is important because currently, NT-219 is a polytherapy as it is administered alongside cetuximab.

But, it means that @Kitov_Pharma is exploring the possibility of making NT-219 an all-in-one treatment that doesn't need cetuximab.

(PART 13/20)

That way, what they've created is simply a more effective EGFR antibody that can compete with Big Pharma.

This would mean that companies like Eli Lilly would be forced to partner with or buyout Kitov Pharmaceuticals at some point to ensure they don't...

(PART 14/20)

Outpace them and still some major market share. Companies like Eli Lilly are already aware of this and that's why a partnership or BO is in their best interest right now.

If they wait too long and let Kitov steal market share, Big Pharma will have to...

(PART 15/20)

shell out a much higher premium for a BO than they would at @Kitov_Pharma's current price.

Right now a @Kitov BO would cost nothing to a company like Eli Lilly.

This is why companies like Eli Lilly have to decide whether or not they want to partner or BO now.

(PART 16/20)

With that being said, I think @Kitov_Pharma will be apprehensive to a BO as it staggers their plans of introducing NT-219 as a monotherapy and they might be more receptive to a partnership.

There is also an even bigger reason Kitov needs a partnership right now.

(PART 17/20)

Right now, Kitov is ready to progress the clinical trials as they have had a very small populous that have undergone their treatment alongside cetuximab.

As they progress, they'll need more support from whoever they are testing their drug with, like Eli Lilly.

(PART 18/20)

It's also in Eli Lilly's interest to stick along side them to explore the results of their treatment for a potential BO later down the road.

Plus, Eli Lilly makes money in the short-term selling @Kitov_Pharma more Erbitux for trials.

(PART 19/20)

Therefore, that's why I'm sticking with $KTOV at least until a little after the shareholder vote on August 6th.

Either way, if you made it this far in this thread, get ready to make some money...

(PART 20/20)