Yep I hear you NZ however with the greatest respect I maintain there is a way to do things that bring on a (20%) sugar hit that can greatly contribute to stuff up the longer play - empty promises or especially in bio too long a period between real news, to maintain the rage . As it turns out the excitement surrounding the Elanco (good as done) deal (and I suspect one of kpax observations) was flawed - frankly we still dont know the specifics and probably never will however, were as it turns out not advised some of the detail either. Not casting blame or fault - just pointing to history and some of the detail that has subsequently come to light. Anticipation resulted in the price being hyped prior to the actual announcement and then duly came off once it went pear shaped. Keep in mind the "deal" should have been different from the science and therefore overall scientific fair value. Suggest we do not want the same scenario this time around or for any of the other projects within PAA. Hence my claim that not only is there a need for the project (anticipated) time progression (now laid out for all to see) but also the real need to handle the messaging very very carefully so that any improvement in the value of the business model is understood by the market and therefore value proposition maintained. Where I do agree with you is that in todays fickle and overly noisy market I can see the need for more than traditional marketing to ensure the market at least comes to hear the story.
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