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Re: skitahoe post# 573493

Sunday, 03/05/2023 9:00:14 PM

Sunday, March 05, 2023 9:00:14 PM

Post# of 705395
Gary, what’s really tiring is management’s BS, incompetence, and inexperience with the regulatory and commercialization. At 29 months post data lock, a well run company would have had multiple RAs and great quarter-on-quarter commercial revenue growth in tens of millions of dollar. We are still a year out from that at best. Their lack of hiring on the commercial side suggests they don’t expect meaningful traction for another year or so. There might be an occasional pop in share price when one of the major milestone is achieved such as FDA BLA acceptance and PDUFA date, but I am not sure if it will be sustained for an extended duration because the street doesn’t trust this management to deliver consistently and aggressively.
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