are you now comparing yourself to Bioscience Managers? look at the people involved, the level of due diligence including sitting in the chairman’s role, and the fund’s track record. Yes you have 17,000 hotcopper posts under your belt but that’s a different type of expertise.
on another point since the main point you and Barman have made has been re management, I’ve in the past been very impressed with SI and seen shortcomings with CYPs mgmt but now that’s being reversed. Some sloppy work by SI has resulted in major screw ups in terms of both time and cash, whereas CYPs mgmt is now moving ahead on a number of fronts...yes they still have a lot more to prove, just saying tables have been turning on this point.
CYP Price at posting:
60.0¢ Sentiment: Buy Disclosure: Held
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