Thanks Sam, great idea taking your thoughts and strategy to the CEO. Take your time and do your best to be heard and understood. I would love to hear them if you ever feel you can share. You shouldn't be put off by a few bad apples, they exist everywhere and always will. As for strategy, I agree and feel it's been intentionally lacking in the past. That's enough about the past, but I really think you (and all of us) will be pleasantly surprised in the coming months. AF hasn't come up for breath since he began and this team has only just assembled and I think they have a lot to extract from each other.
I hear your thoughts on proximity to the US market, specifically Sarepta but many others too. For me, Sarepta provides instant patient access and if they were to use ATL1102 in a combo-trial, Sarepta and their banks will undoubtedly provide immediate product endorsement to enhance their own SP, which should be our first free ride to revenue. That's why they've kept Gil around and why AF is now in dialogue with them now.
(For all the AF critics, he's doing exactly what you want him to do and the fact you all want him to publish his movements means you want to cut off your nose to spite your face)
I agree it's great to have feet on the ground and real face-time in the US, which we have permanantly in Gil and AF as required. Perhaps another US based business developer could help spread the word and be the face of ANP, successor to Gil eventually, but not at the expense and business demand of listing there just yet. Later on for sure, but listing before the drug has been proven is a big threat to a small company's longevity. I don't want this to take 10 years to get to see the outcomes of the drug and my investment, but I still think there's a chronological order and strategic process which must take to find it's true place. In the meantime, hopefully I can get by watching the SP rise and see CG and the team take this to where it needs to be.
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