if that sentiment were heeded, we would have already had a deal signed in the height of the pandemic, with the partner already in western trials, and lobbying for fast track already.
all these things were possible 18 months ago. a deal then, even if a little discounted, would have put momentum under the stock price.
instead we have a statement that the negotiating position has changed due to the events post pandemic. really? who would've thought the pandemic would end and the situation would change?
the time to sell umbrellas is when its raining.
i am really worried that the same team that brought us the litigation disaster are at the helm. the same smell of delay with inflated senses of their capacity until it comes crashing down around them is there again. remember the fast track process for litigation? remember the time lines and milestones slipping then? we will probably discover that they were offered 400 million at the height of the pandemic, after they sign for 150 million in two years time.
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