Hey all, thinking of investing here, and like to think I've done my fair share of reading - but I keep coming back to one thing.
During various investor webinars Rohan repeatedly refers to competitors in the same space - even using their figures and marketing in some slides.
They all seem to have one thing in common - they are a bit or a lot ahead of PYC in most areas - polycystic kidney disease, GVHD, and some ophthalmology conditions.
Is this a cause for concern?
Rohan repeatedly emphasises the potential market size, but then references a competitor - thereby reducing the potential market size.....
I'm struggling to compare the two statements tbh.
Is anyone else concerned about not being 'first in the queue' and the potential of diminishing returns?
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