Dr. Jay and the team have taken a more measured an
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Posted On: 03/05/2025 7:57:56 AM
Dr. Jay and the team have taken a more measured and strategic approach to communication, especially compared to the more open-ended engagement seen in earlier years. While some may feel the shift has resulted in less direct dialogue, it’s clear that this approach is intentional and aligns with a broader vision for long-term success.
Looking back, the company's prior communications were highly publicized, which, while exciting for investors, may not have aligned with the expectations of regulatory agencies and strategic partners. Now, with the FDA hold behind us and new leadership in place, a different, more calculated strategy has emerged—one that prioritizes execution and results before publicizing developments.
Rather than frequent updates that risk premature speculation, the company appears to be following a "results-first" philosophy. We’ve seen this pattern unfold with glioblastoma, MASH trials, SMC Labs, and other key initiatives. This method ensures that when information is shared, it carries weight, credibility, and tangible impact rather than being mere conjecture.
The presence of NDAs further underscores the magnitude of what is happening behind the scenes. While NDAs can be frustrating for us as shareholders who desire real-time updates, they also signify meaningful discussions and negotiations with potential partners. The very fact that these NDAs remain in place suggests ongoing strategic developments that could ultimately yield significant value.
The recent introduction of a PR firm also suggests a shift toward structured messaging rather than reactive communications. Shareholder letters, press releases, and strategic updates may not be as frequent as before, but they serve as breadcrumbs, guiding us toward a much larger and more significant endgame.
Rather than viewing the current silence as a negative, we can see it as an indication of serious progress. The absence of speculation-driven updates means management is focused on delivering real outcomes. Investors who maintain patience and a long-term vision are likely to be rewarded as these developments unfold.
The community of dedicated investors—comprising researchers, doctors, and financial analysts—has been instrumental in piecing together these clues, and their insights only reinforce the belief that something substantial is on the horizon. While waiting can be challenging, it is often in these periods of silence that the most meaningful advancements are taking place.
Ultimately, patience in the investment world often leads to substantial rewards. The groundwork is being laid, and while we may not see every step in real-time, the destination remains promising.
Hillbilly
Looking back, the company's prior communications were highly publicized, which, while exciting for investors, may not have aligned with the expectations of regulatory agencies and strategic partners. Now, with the FDA hold behind us and new leadership in place, a different, more calculated strategy has emerged—one that prioritizes execution and results before publicizing developments.
Rather than frequent updates that risk premature speculation, the company appears to be following a "results-first" philosophy. We’ve seen this pattern unfold with glioblastoma, MASH trials, SMC Labs, and other key initiatives. This method ensures that when information is shared, it carries weight, credibility, and tangible impact rather than being mere conjecture.
The presence of NDAs further underscores the magnitude of what is happening behind the scenes. While NDAs can be frustrating for us as shareholders who desire real-time updates, they also signify meaningful discussions and negotiations with potential partners. The very fact that these NDAs remain in place suggests ongoing strategic developments that could ultimately yield significant value.
The recent introduction of a PR firm also suggests a shift toward structured messaging rather than reactive communications. Shareholder letters, press releases, and strategic updates may not be as frequent as before, but they serve as breadcrumbs, guiding us toward a much larger and more significant endgame.
Rather than viewing the current silence as a negative, we can see it as an indication of serious progress. The absence of speculation-driven updates means management is focused on delivering real outcomes. Investors who maintain patience and a long-term vision are likely to be rewarded as these developments unfold.
The community of dedicated investors—comprising researchers, doctors, and financial analysts—has been instrumental in piecing together these clues, and their insights only reinforce the belief that something substantial is on the horizon. While waiting can be challenging, it is often in these periods of silence that the most meaningful advancements are taking place.
Ultimately, patience in the investment world often leads to substantial rewards. The groundwork is being laid, and while we may not see every step in real-time, the destination remains promising.
Hillbilly
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