Don’t read these two sentences as directly related. Take the sentence between two “-“ out. That sentence was just my acknowledgment that you understood CMC issue as major negative based on our twitter engagement unlike some others including NKTR who argued it was positive by explaining the good vs bad clinical data. The other sentence referred to previous sentence before “-“ that our different takeaway from JPM call, yours was chaos which I knew already, mine was possibly inadequate dosing which was the first time NKTR acknowledged in public.
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