If he’s in HNW, he probably has had more face time with the CEO/management than us
Rohan and team has an iron conviction and faith that they’ll be able to alleviate a lot of suffering and be commercially successful ; it’s hard not to get a dose of this in a presentation they have a heart for translating the science to for their future patients and shareholders.
That said, we’re investing in intracellular intangible, outside looking in it seems v.risky hence the 10-20x expected payback your advisor is expecting - it’ll all become more solid when we see clinical data.
PYC, page-20
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