To paraphrase the the Rajun Cajun -James Carville- “it’s all about the deal stupid”. We can wax lyrically about full enrolment, tox studies & the science - but unless there is an advantageous commercial arrangement which isn’t pulling our pants down - the science in itself won’t get us to what the retail SH wants & close to the SP of the quoted pie in the sky estimates. Our ultimate SP will be detirmined by “ the deal” & commercial reality will prevail.
What is the BOD goal / ambition in light of their background? SH wealth & interests should be paramount given their directorial obligations. However my concern is that their scientific & medical egos may prevailand that they will simply be satisfied getting a product closer to market. That may satisfy the big end of town & shorter tenured shareholders - AEF / Belinda but what about the long tenured ones. Thoughts : comments ?
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