Of course we are all frustrated with yet another delay - from our 3rd party CDMO - but hasn't the sp held up strongly?!!
$14m mc is tiny - but it shows that most of the bad news is already factored in the sp. If the CDMO confirms another failure with the GMP then no doubt the sp will fall closer to 0 - but if it's positive and we're off to phase 1 trials then I think it'll spring up dramatically. We are well overdue some good luck and a positive announcement.
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