Watched the presentation and was ashamed as a scientist (ex) and 'passionate and supportive investor'. A term she referred to as well (once) shamelessly.
Looked like a presentation circa 2021. Strategically (to put it kindly) no mention of Stelfontas dismal revenue, of abysmal failure of the 2 melanoma trials (including keytruda combo), while showing slides of TT's treatment of melanoma no less. And other cases of the 'dropsies'. A lot of it inaccesibly technical, boring and banal. Still using data from 4 years and more ago. Just awful, and worse, disingenuous at times. Could have done a bettter job myself, focusing on present trajectory. Dropping the ball again. VG just as responsible as any on the board.
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