He certainly presented well and came across naturally positive and excited about the opportunities.
A good reminder that MSB are not a 1 man band, and as he points out they have the cash to recruit/retain the best. Really seems that MSB are building the critical mass needed to bring these products to market. Over $300m in cash and potential partnering opportunities to bring in $100m's (?)
The focus on revascor seems to be dimished (although it was mentioned earlier in conference), this is probably a prudent thing to reduce risk.
MSB are going to get multiple shots at goal. And how about degen. disk failure - 15 minute consult/injection and you're done! Could be first MSB revenue (ex. upfront partnering payments).
This is sort of info they need to keep getting to the market. Even if it's just reaffirming previous news. There no fundementals (dividends, price/earnigns) etc to underpin the SP so communication is vital to avoid short attacks.
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He certainly presented well and came across naturally positive...
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