hi good1234 unfortunately I only caught the first half as I had a unmovable meeting at 9:30am - It was very material - the depth and breadth of the update, including messaging was clear:
the worst is behind us - and there’s a lot to look forward to this year, and beyond. April for VP-001 first patient, and 2Q will unveil a lot of the secret and very material pre-clinical workup. They’ve clumped their programs in waves - first 3 we know about. 2nd wave to be revealed in 2Q. 3rd wave they are crystallizing their plans. If you assume 3 programs in each wave and an IND per year. PYC is being managed and built to last to rescue patients affected with life changing diseases (hard mode is their motto it seems).
Couldn’t help but laugh at the reference of how enticing it’ll be to be a “new” investor to hear the story for the first time as it has only improved (de-risked) but not so good for previous investors but they won’t be left behind in any undue corporate actions it seems (ie as you seen in their options pricing, that will flow through with any corporate actions as well I trust)
If I had capacity I’d look to significantly average down my purchase and buy a truck load today - but will just watch and hope (for now).
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