Hi, Assiduous, With all due respect to you as
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Posted On: 02/05/2021 1:24:42 PM
Hi, Assiduous,
With all due respect to you as one of the most wise and thoughtful posters on this board, I have to disagree with you on much of your post. I look forward to your thoughts after listening to the recording (which RJS just posted).
While I agree with your point that there really isn't much that is worse about these companies than before the call, I would say there is nothing that looks better, either.
Honestly, I would say there was actually not ONE material and truly new piece of info presented in this call that we involved investors didn't know already. And, while some of the deep dive into the science was an interesting educational piece, the lack of IPO discussion or ANY real timeline from the science side beyond the 7-10 days (again, that we shareholders didn't already largely know from PRs, 8k, etc.) makes this a bust.
Joe should have delayed the call until after the mouse testing results were in. Pure and simple. If done correctly with an announcement that he needs 7-10 days for final test results to make the call effective and informative, people would have complained, but we wouldn't have lost all this momentum.
And the problem with the Q&A inaccessibility, which I believe Joe was counting on to allow him to address a lot of things, was a killer..
FYI, I texted Joe during the call to tell him the queue wouldn't take callers. I'm sure he didn't see it until after the call.
But how can Joe, with all the correspondence he has with us shareholders think there are only 3-4 questions, one (or 2) of which were not even questions but compliments/comments? We usually go at least an hour if not 2 hours with Qs. So how can he not detect something is wrong and say, "Rich, Jason, can you guys please try to join the question queue and see if there's an issue? It's unusual to have so few questions."
Yes, the science is still as it is, the IPO progress is still where it was, etc. But we really got nothing out of this call that we didn't already know/surmise. And new investors clearly were not impressed.
And so we wait, as we loyal investors do, knowing that a 4-week buildup to a revelatory moment was just the opposite.
With all due respect to you as one of the most wise and thoughtful posters on this board, I have to disagree with you on much of your post. I look forward to your thoughts after listening to the recording (which RJS just posted).
While I agree with your point that there really isn't much that is worse about these companies than before the call, I would say there is nothing that looks better, either.
Honestly, I would say there was actually not ONE material and truly new piece of info presented in this call that we involved investors didn't know already. And, while some of the deep dive into the science was an interesting educational piece, the lack of IPO discussion or ANY real timeline from the science side beyond the 7-10 days (again, that we shareholders didn't already largely know from PRs, 8k, etc.) makes this a bust.
Joe should have delayed the call until after the mouse testing results were in. Pure and simple. If done correctly with an announcement that he needs 7-10 days for final test results to make the call effective and informative, people would have complained, but we wouldn't have lost all this momentum.
And the problem with the Q&A inaccessibility, which I believe Joe was counting on to allow him to address a lot of things, was a killer..
FYI, I texted Joe during the call to tell him the queue wouldn't take callers. I'm sure he didn't see it until after the call.
But how can Joe, with all the correspondence he has with us shareholders think there are only 3-4 questions, one (or 2) of which were not even questions but compliments/comments? We usually go at least an hour if not 2 hours with Qs. So how can he not detect something is wrong and say, "Rich, Jason, can you guys please try to join the question queue and see if there's an issue? It's unusual to have so few questions."
Yes, the science is still as it is, the IPO progress is still where it was, etc. But we really got nothing out of this call that we didn't already know/surmise. And new investors clearly were not impressed.
And so we wait, as we loyal investors do, knowing that a 4-week buildup to a revelatory moment was just the opposite.
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