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Post# of 423948
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IslandOfMisfitToys

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IslandOfMisfitToys

Re: retinadoc post# 404778

Friday, 03/03/2023 9:45:48 AM

Friday, March 03, 2023 9:45:48 AM

Post# of 423948
This is pretty much spot on. I would amend it only slightly:

- KM gets his chance to demonstrate he can pivot to a new strategy. The new board tells him his job is to get this thing sold in two years for $10 a share. He's either on board with that or he isn't.

- There is a decent chance that a subset of the board members will actually prefer the fresh air brought in by the Sarissa directors. I wouldn't assume it'll be a 7 vs 7 donnybrook right out of the gate. We may get surprised on that.

"The biggest obstacles to our progress exist within our own lives in the form of cowardice and the tendency to give up. Breaking through these barriers will unleash a surging wave of change." -- Daisaku Ikeda

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