yes, I invested on the HIV investment thesis also
Post# of 145808
it's clear that the BLA process / data collection, etc. was just much worse than any of us (or even management) realized. It was beyond the company's ability to fix, even with Recknor grinding on it. And that when Cyrus brought in outside professionals to audit, etc. - that became clear.
I guess the good news is we have a team now that makes decisions and doesn't sugarcoat - which is different than NP who was all "pie in the sky". We have to trust that they are the right decisions at this point - because we don't have any other option.
I'm not panicking or anything and look forward to the call - but not the PR I was expecting. I guess if it gets crushed I'll buy more. But God knows I won't tell my wife if I buy more.
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