I was at the AGM, here are my observations, not about the content as everyone can see the video for that, rather about impressions from talking to RAC people & other SHrs
- estimate about 40 SHrs present plus around 12 RAC (board, mgt, staff)
- spoke with Pete, Michelle, Phil, Mary, Daniel, Sophia plus a bunch of fellow SHrs
- the interaction between directors, and management was positive, collaborative & no sign of any issues. Ditto other RAC personnel. Everyone seems to marching to the sound of the same drum.
-Pete is really v impressive in person. Sharp as a tack, smart as a fox, knows his stuff. His experience is relevant & valuable. He also has a personality & sense of humour that doesn't show up on the screen. We are very fortunate to have this guy on the team & he & Dr T seem to have very complimentary skills.
- Michelle is very personable, less nerdy than she appears on screen. very easy to talk to and happy to share info & insights freely. Clearly very smart & experienced in dealing with pharma & drugs in development
- conversations with other RAC people implied they are glad to have the past few months behind them and are clearly onboard with the strategy & keen to get on with it.
- my view is this is a first class team, they seem unified & believe in the potential of Bisantrene.
- other SHrs I spoke to were much more confident than they were a few weeks ago, and most seemed to think RAC is in the best position to succeed than it ever has.
- so my overall impression was that the 'vibe' was very very good & I left the meeting with a strong feeling of confidence in RACs future. Now we just need the team to deliver.
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