Could not agree more BULLDOG.
Lots of geniuses on this board that should be running this company. They would get their head handed to them if they had the balls to talk with such candor with Tony C. He talks to many no it all frustrated major SH’s. The conversation always ends with “well I guess I wouldn’t do anything differently, never thought of it that way, ah I didn’t know that”, etc.
Do you think a guy with his background and experience is really this ignorant? He’s not here for a paycheck, he’s here to rock the HIV space which he is all too familiar with in terms of the barriers, the players, the language, negotiation, and the clinical stage of development that will tip the scales. Current SP is important but not nearly as important as navigating the FDA gauntlet.
Companies go BK because they run out of money - not by diluting. Diluting shrinks our stack but it’s still a sizeable stack that going to be cashed in.
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