Excellent summary. This company plays in pancreatic cancer, one of the toughest and most complex.
Now look at the leadership team bios. I’m sure all good people with decent careers but not a single person in that group with what I’d call proper oncology credentials. Nobody who’s worked in this cancer area. The CEO’s background is vaccines and acne. This stuff matters imo.
And investors wonder why this outfit gives the impression of not knowing what’s it doing a lot of the time.
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