Nader took LL out off the shelf and put it where i
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Posted On: 01/26/2022 9:21:54 AM
Nader took LL out off the shelf and put it where it is today (unfortunately not in the market). For this, we should be very grateful.
“Today” is a mixed bag.
The problem is that the drug and CYDY (company) are intertwingled. The drug has been taken to an enviable position (HIV, NASH, Oncology, COVID). Any one of these indications should command multiples (two-digit multiples) of the current stock price of $0.55.
LL is a great drug (possibly an understatement), so, how come we are where we are, this meaning no approvals yet and a feeble economic situation??
The execution has not been good. Many actors are responsible, but the buck stops with the CEO. Nader bigger failure was his relation and, lack of supervision of AMAREX, as I mentioned to some in PM few weeks back, AMAREX was Nader’s baby.
The AMAREX debacle has been costly in many ways (time being the most important), by now we should have had the HIV approval and a good revenue to fund the trials of many other indications.
Nader over-promised and under-delivered because his team could not execute on time and sometimes, not execute. Period. He should have supervised and follow up closely the approval process. Once we got HIV RTF there should have been a deep soul-searching and evaluation of what went wrong. And, if this was not enough trigger, the failure on the CD-12 trial dosage design should have.
Monday coaching is easy, however for years now we got promises and poor execution on the trials (I don’t mind failed trials, this is par for the course, but I mind poorly designed trials). Nader did not responsibilized himself of the humongous AMAREX failure (worse, he apparently did not know there were serious issues), he shifted the guilt to “his baby” when he should had overseen closely his performance.
I admire his true optimism, tenacity and hard work. We wouldn’t be here without him, however he failed to execute, and had many years to do it.
We have a bright future, not because of the new management, simply because LL works. We need to get an approval and strengthen our finances and we will be in our way to three fingers.
Go Lero !!!!
“Today” is a mixed bag.
The problem is that the drug and CYDY (company) are intertwingled. The drug has been taken to an enviable position (HIV, NASH, Oncology, COVID). Any one of these indications should command multiples (two-digit multiples) of the current stock price of $0.55.
LL is a great drug (possibly an understatement), so, how come we are where we are, this meaning no approvals yet and a feeble economic situation??
The execution has not been good. Many actors are responsible, but the buck stops with the CEO. Nader bigger failure was his relation and, lack of supervision of AMAREX, as I mentioned to some in PM few weeks back, AMAREX was Nader’s baby.
The AMAREX debacle has been costly in many ways (time being the most important), by now we should have had the HIV approval and a good revenue to fund the trials of many other indications.
Nader over-promised and under-delivered because his team could not execute on time and sometimes, not execute. Period. He should have supervised and follow up closely the approval process. Once we got HIV RTF there should have been a deep soul-searching and evaluation of what went wrong. And, if this was not enough trigger, the failure on the CD-12 trial dosage design should have.
Monday coaching is easy, however for years now we got promises and poor execution on the trials (I don’t mind failed trials, this is par for the course, but I mind poorly designed trials). Nader did not responsibilized himself of the humongous AMAREX failure (worse, he apparently did not know there were serious issues), he shifted the guilt to “his baby” when he should had overseen closely his performance.
I admire his true optimism, tenacity and hard work. We wouldn’t be here without him, however he failed to execute, and had many years to do it.
We have a bright future, not because of the new management, simply because LL works. We need to get an approval and strengthen our finances and we will be in our way to three fingers.
Go Lero !!!!
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