so i went back and listened to the call a second time. i highly recommend doing it. this time i didn't listen through the filter of expecting the hold to have been lifted - which colored my view, and lead me to be disappointed once i learned it had not been lifted.

to me, Cyrus comes across as extremely credible, thoughtful and very focused. he brings all of the things that NP never had - the things that we have to have to get this thing across the goal line. just the process of running the analysis of all of the indications, market sizes, etc. - and then running them back to NPV and picking the critical path so that we nail the low hanging fruit - that's never been done before - and that was always a concern of mine (the scatter gun approach).

maybe it's because he's following NP - but i am very pleased with how methodical and thoughtful he seems to be. it also is clear that he knows how to spot a valuable compound - and picked this company based on the potential value of Leronlimab - a big validation.

My bottom line is that i think we finally have the guy that can bring it home - it just comes down to timing, and on that point i have no clue. i'm going to take a chill pill for the next couple of months, and focus my sights on 2023. and if something big happens before year-end, all the better.