@samfiodiving@nottawombatWhat doesnt get mentioned here is with...

@samfiodiving@nottawombat

What doesnt get mentioned here is with the rare disease status and the prevalence of DMD there are many many companies vying to be the first across the line for more effective treatments. Some were not mentioned in the recent published presentations.
If one of these beats PER by treating ambulant boys thereby reducing the chances of them becoming non ambulant, PER loses position and relevance.
For all the "DD" on here (which it isnt), there is rarely info about competitors who might leapfrog PER in the DMD space

They said they are working hard on advocacy - there is little to show they have been
They said AF was working hard in the background - zero evidence to show any efforts to lift the profile of the business
They awarded themselves $hitloads of options prior to achieving anything
There seems a lack of pace or urgency overall.

If you assess JG time in the role so far from what is visible here are the (visible) things he has presided over:
Name change
2 additional sites
Few presentations and a few trips OS
Ultra low cap raise
Sold some unmarketable parcels
Gave self many options before doing most to the above

Whilst he is very knowledgeable and presents well, he hasnt done anything of substance to this point and whats more is yet to stamp his vision for the business into the minds of its holders, hes a good operator but not sure a CEO role is right for him - compare for example to CG and look at the difference.

Whilst I remain a holder, it is hard to ignore the above items. It does make it difficult to want to invest more.
Take the trial out of it as the timings are just estimates / advice given by Paraxel, what is of concern there, is that if this is such a huge opportunity, if they cannot recruit the very specific candidates into a trial in a reasonable time frame across many sites, how will they go if they do achieve the stage of a marketable drug? The TAM published by the company is also a very (overly) positive estimation obviously to try to swing punters into their favour but it hasn't had any impact in terms of attracting the right type of cornerstone investor (a David Williams or Allan Tribe type). Read more about some other thoughts here:https://shorter.gg/AjFhzk hope it works.

GLAH