Data, Data, Data, page-49

There is a little disconnect in the information that was provided to us in con-call. On the one hand, Greg referred to big pharma's different business model causing some difficulties but David indicated that more data was required to convince big pharma.

The problem is that no amount of data will change big pharma's business model. So the new CEO will have to convince big pharma that money can be made through one-shot treatments, something that Peter and Carl have failed to do. This is why, in the past, I have been so critical of the company presentations for not hitting the spot. I expect to see a big improvement from the new CEO.