IMV its pretty simple - money staying in the specs will be moving to busnesses with great potential and great management. No knock on Alex as she just arrived but there are many clear examples during the last 12 months where things have been little off from an investor perspective - especially timeliness and comms. Right now theres good tech out there and leadership that gets things done or tells you why they havent. So safer options. BL is also copping a bath over at RAP presently as many holders feel the board have literally sold out - could that be rubbing off?
The marketing wasnt off IMO, the delays around this round of amazing results gave investors time out to cool off psycologically. So NTI were left selling a product when the buyers had already left the shop. Shows the importance of acting with urgency and capitalising on your moment. Im not so concerned short term but long term there may have been a few diamond types who chose not to get in. Perception is really important right now.
GLAH
Ann: BREAKTHROUGH RESULTS WITH NTI164 IN PAEDIATRIC ASD, page-28
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