Great conversation. Really interesting thoughts about early commercialisation and how Marco fits in with that (also noting that early commercialisation partly solves the funding burden taking many $millions off what we would otherwise need to raise/fund). We won’t be raising this month whatever the figure - no way they would announce the appointment now if there was such a condition on it!
Interesting thoughts about 008 results - I have little doubt that PAR have a look through the 008 results to date (their pivot of the trial was surely informed, plus there was a giveaway in that announcement about how the first half had reached the 56day primary endpoint timeline). If so I reckon they would have shared with Marco. DMOAD or not, a new CEO with expertise in commercialisation is not going to want to walk into a job and have a bust of a readout a month or two later. So maybe we should take heart that the results are probably at least good?
Which leads to the potential for a ‘new’ strategic plan along the lines of accelerated/provisional approvals, earlier revenues, reduced funding (easier with a smaller raise at a higher valuation) and so on…pretty exciting.
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