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Posted On: 09/24/2021 10:07:48 AM
Post# of 145871
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So the plan from “D” has changed , at least when in the earlier days they were touting what they could do for HIV now they are agreeing with current management that this is an Oncology company.we are on the right track under the current group. Any major changes such as what they are recommending with 5 new board members with the agenda to take out the CEO ( at a minimum) will delay progress. You can’t make this many changes and remain “seamless” in your execution for quite some time. It’s very disruptive, not just to the internals of the company , but to partners, potential partner relationships, etc. I dont see how any new board members can change that profile. There will be more complaining a year from now by shareholders about missed dates and struggles to get this drug approved because there is no magic bullet in getting your first drug through the maze of approval. And as we have seen with HGEN,their CEO who has run several pharma’s is having set backs with their drug in the approval process. The “shiny nickel” being shown to everyone by D will look tarnished a year from now if the changes are made
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