The Cullity strategy was offloading more I.P sooner. Less risk, earlier return. The DCB strategy demonstrated this. There was nothing wrong with the strategy - but it meant shareholders lost a lot of upside.
Tillett has been banging on about maximising shareholder returns since 2019. It's not hard to see that the Tillett strategy is 'piecemeal development'. We've just had POC phase 2 results for an anticancer synergiser with a surprising lack of cardiotoxicty.
The next catalyst for share price rerate won't be clinical results. It will be a material agreement.
Ann: RC220 Meets Quality Specifications, page-34
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