Not surprisingly, KSS contradicts himself. On the one hand he is saying the technology is a bust; yet on the other hand he states "This could have been a royally hot superstar biotech." Assuming he is right (and I'm not), if PF would have just included clinicians early in their planning it would have all worked out. Huh?
His hatred of PF is so strong, he can't even put a cohesive assessment together. I think maybe he should stick to evaluating biotechs for the site that pays him and explain to them why he doubled down on E$PR at $70 when it is now floundering at $26 only a few short months later. CTIX has also been deeply in the red since his recommendation and a few others I don't have the time to look up.
Not surprisingly, KSS contradicts himself. On the one hand he is...
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