IMO:
1) Broader market thinks we're a Phase 1 drug - they don't understand how de risked we are or how much historical data is out there
2) Market maybe not hearing enough about potential valuation or market size - leading to confusion about valuation
3) May need to re-bang the drum on the story - we're all familiar here, and excited, but how do we
reduce the friction for new investors, so they don't have to spend 3-4 weeks obsessively digging through this forum and other information sources to understand? We need a way to help them understand the big points very quickly and very clearly.
I think biotech investors are broadly concerned with upside potential, and downside mitigation...we have both in spades. I threw together this graphic in a couple mins to illustrate. Apologies in advance lol I'm a management consultant day to day.
