we're in serious trouble if we start quoting me ;-)
The last line of my post is most apt for this thread.
" It is another example on the focus on price instead of value"
It does not make sense to describe a model as broken and then use price movements to justify your position. Price is what you pay, value is what you get.
I like the Biota model, reduced risk with good potential rewards. It is more attractive to me than the "normal" biotech lottery ticket model.
I agree with Miso that it would be good to see Lowenstein or someone with business acumen, capital allocation experience and a shareholder focus on the board.
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this biotech model is broken, page-3
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