todays meeting , page-9

Jessie
They did indicate there will be more coverage.
They also mentioned that re Instos - his experience is it takes 2-3 meetings before they invest ( although he did later when saying how good he and his team are that everybody knows them lol )

The vibe was hostile to old management and JIm Fox specifically. There was an acknowledgment that RB has done a decent job cleaning up the company , but that people felt misled about the move.

I think for me the key was looking at the progress of Lani and I got a good sense that the chances of success a very high - RP used words of very derisked. Personally I am valuing existing revenues and future Lani revenues ( risked at 80% with a 80/ split) and Biota seems so cheap

He did say DS was working on moving Lani for prophylaxis
Sorry for the lack of detail on the other products - as I said before Biotech is not a area of have much knowledge of