The main 13D argument seems to be that NP has made
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I still think NP's heart is in the right place and even if you argue he's dipped his hand in the tip jar a few times (debatable and if true I'm not defending that at all), he ultimately wants shareholders who stuck with him to make a handsome reward and he legit cares about patients.
We are closer than ever before to a catalyst that changes everything. Sure, we all thought it was CD12. It still should have been. 2 measly extra doses ****ed every shareholder and, worse, killed thousands. But that mistake won't be repeated in Brazil (Recknor's words) and Cancer potential is mind-boggling. Oh yeah, NASH, LH, partnerships, etc.