It's a delicate and difficult topic... Communic
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Posted On: 11/02/2019 2:06:57 PM
It's a delicate and difficult topic...
Communication must be handled more clearly and expectations need to be managed properly. Marek at least seems to have understood the necessity of breaking that "overpromising-underdeliver-cycle", but of course he has only limited control over his boss, the CEO.
As I see it, NP needs to submit BLA and get that deal done by end of year, if not, he will have lost the support of most. However, at this critical stage it doesn't make much sense to me to change the CEO, who has the support of the BOD, and there is nothing we can do besides voicing our discontent directly to the company.
Completed financing in combination with BLA submission is what will make the stock run towards its fair value; as to the next catalysts, NASH animal and TNBC clinical data, I doubt that this will move the needle actually, given how the SP reacted towards great medical results over the past months, I. Also, I doubt that FDA will grant BTD based on the few patients we currently have, but require quite a few more (but that's just a feeling - who knows with the FDA - and of course any further positive results will be welcome, and I am excited to see the CTC levels of the first patients).
Let's hope the best. BLA submission and financing deal by 31st December is my benchmark.
Communication must be handled more clearly and expectations need to be managed properly. Marek at least seems to have understood the necessity of breaking that "overpromising-underdeliver-cycle", but of course he has only limited control over his boss, the CEO.
As I see it, NP needs to submit BLA and get that deal done by end of year, if not, he will have lost the support of most. However, at this critical stage it doesn't make much sense to me to change the CEO, who has the support of the BOD, and there is nothing we can do besides voicing our discontent directly to the company.
Completed financing in combination with BLA submission is what will make the stock run towards its fair value; as to the next catalysts, NASH animal and TNBC clinical data, I doubt that this will move the needle actually, given how the SP reacted towards great medical results over the past months, I. Also, I doubt that FDA will grant BTD based on the few patients we currently have, but require quite a few more (but that's just a feeling - who knows with the FDA - and of course any further positive results will be welcome, and I am excited to see the CTC levels of the first patients).
Let's hope the best. BLA submission and financing deal by 31st December is my benchmark.
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