(Total Views: 526)
Posted On: 06/09/2025 8:04:09 AM
Post# of 154604
That growing pile of things I know nothing about:
1. Marketing -- Half of all marketing is worthless; you just don't know which half.
Someone said that or said something close to that.
2. Tooting our own horn -- We had a poster at ESCO in Munich which showed survival data which seemed amazing. I don't think so, but are such posters a dime-a-dozen thing at oncology conferences?? I initially thought Ladies of Leronlimab was silly, but as ER typed, increasing the awareness of women succeeding on Leronlimab with No Evidence of Disease (NED) after Failing Standard of Care therapies should happen and shouldn't be difficult to accomplish. These seem like feel good stories all ready to go. That's not silly.
The TSA agent: Oh, this way ma'am. The data from your enhanced driver's license says you survived mTNBC after Leronlimab treatment. There's a special lounge for all of you before the Porsche (European) runs you out to the plane.
3. Warrants -- NP era warrants should be expiring, with use by dates of 5 years I thought. Do warrants held by Paulson have the same expiration times?
4. CEO integrity -- I think the right person for the job is in place. A science guy, clinical trials guy. Launching a product, let alone a blockbuster, is different and needs a different skillset. Same with maximizing shareholder value. Same with getting the right PR firm, getting the right M & A guy, etc. Not all hires will work out.
5. Patience -- I used to have that. Patience decreases when someone close to you gets diagnosed with one of these ugly malignancies on Our List. Company performance and execution then feels much more urgent.
1. Marketing -- Half of all marketing is worthless; you just don't know which half.
Someone said that or said something close to that.
2. Tooting our own horn -- We had a poster at ESCO in Munich which showed survival data which seemed amazing. I don't think so, but are such posters a dime-a-dozen thing at oncology conferences?? I initially thought Ladies of Leronlimab was silly, but as ER typed, increasing the awareness of women succeeding on Leronlimab with No Evidence of Disease (NED) after Failing Standard of Care therapies should happen and shouldn't be difficult to accomplish. These seem like feel good stories all ready to go. That's not silly.
The TSA agent: Oh, this way ma'am. The data from your enhanced driver's license says you survived mTNBC after Leronlimab treatment. There's a special lounge for all of you before the Porsche (European) runs you out to the plane.
3. Warrants -- NP era warrants should be expiring, with use by dates of 5 years I thought. Do warrants held by Paulson have the same expiration times?
4. CEO integrity -- I think the right person for the job is in place. A science guy, clinical trials guy. Launching a product, let alone a blockbuster, is different and needs a different skillset. Same with maximizing shareholder value. Same with getting the right PR firm, getting the right M & A guy, etc. Not all hires will work out.
5. Patience -- I used to have that. Patience decreases when someone close to you gets diagnosed with one of these ugly malignancies on Our List. Company performance and execution then feels much more urgent.
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