I honestly think that management realise that without credible and material progress they cannot excite the market.
They have done their dash with stories of the 'potentials' and 'discussions' over the years. Investors want to see real rubber on the road not more grandiose ideas and Roger on repeat.
What can they sell right now. That we may have a good drug? Done to death, prove it or get off the pot. Wheres the phase 3 canine deal, have we managed to convince potential partners of the opportunity since they told us they didnt see the opportunity.
NZ i agree with your sentiment i just think there is no story they can tell right now that will restore credibility other than real progress. We may be closing in. Lets see if Roger is the genius many here suppose.
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