Hello Substackamaniacs!!
Above is my video walk-through of KLRS.
This could be volatile around the pending OCUL SOL-1 data. A failure of SOL-1 benefits KLRS - meaningfully. Similarly, mixed data from SOL-1 probably also benefits KLRS. Overwhelming success of SOL-1 makes KLRS slightly less interesting, but at $200M MCap (< $100M EV), I’m not terribly worried about that risk.
Cheers!
JNap
