Wednesday, March 19, 2025 9:22:37 PM
"You're damned if you do, and damned if you don't." Some still haven't figured out, that "the day in the life" of a pre-revenue biotech, isn't paved with excitement. It's pretty dull and long winded. It should be easy to understand why the word "catalyst" is often used, or binary events, because it comes very sparingly, and often feels like a lifetime between events. The narrative flavor of the moment is that management isn't reaching deep enough into its bag of daily grind activities, to conjure up PR worthy news. So this whole notion that information is being withheld, as part of some strategic agenda (insert here) is at best overthought. To understand the business operationally is to understand why the company has to curate information to release on a quarterly based. Sorry, but it's just not as glamorous and fast moving, as some assign to the business model. It's much the opposite, if anything. In light of this reality, throwing nuggets out there of one kind or another would qualify, as an ordinary, but impotent pump. It took two and a half years of negotiations to steal the Roswell gem. The evolution, and enormous patent worthy pioneering of Eden, too, has taken, as long as to be expected, for that kind of undertaking. Retail ought to examine why these kinds of catylists have 5 minute memories, instead of projecting hollow, fear and frustration based demands into the ether.
Well that's interesting.
90% of this post was told to me by Dave today. Including that their strategy right now is to only release news in Q's and K's. Including that they don't want to pump the stock. Even including the 2.5 years to steal the Roswell deal (he used deal, not gem). Honestly, everything in what you said.
I'm not sure whether you are Dave, or if Dave is just telling you what to post, or if he emailed that to you and you decided to make it your own - don't really care either way, but tell him I said hey and enjoyed the chat.
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