CYP 2021 - The year ahead, page-12

This post reminds me of posts by Pisces and another very enthusiastic poster on the Ex1 board comparing Exopharm with Codiak Pharmaceuticals.

"when you look at Fate Therapeutics in the US as a comparison it would seem our market will wake up at some point. With Fate's current MCap US $10 billion one could argue we are on the cheap side"

To me your post looks like a trader (with a very superficial observation about market cap) trying to find another (even more superficially engaged) trader to take their stock at an inflated price.

But perhaps I'm wrong. Please do go ahead and ahead and show how one could argue we are on the cheap side because of Fate's current MCap. I believe Ross also makes that same sort of shallow comparison in investor presentations but I see that as largely him failing to appreciate and own that his own failures in management have depressed the shareprice.

Much of what Ross is engaged in (this new bunch of trials) is the wrong thing in my opinion. In my opinion Ross should be proving we have (or are getting) technology (not just Cymerus - but ancilliary tech - in 3D and in cell sorting) that scales into commercial product numbers of doses (which is way beyond the mere few hundreds numbers of doses needed for a clinical trial) - unless we don't. And currently I suspect we don't.