What I did not like:
Licensing could happen this year (doesn’t sound like they’re close to a deal, ergo another Paulson raise);
Not a single word about first injection TNBC (I’ve gotten the feeling that they’re going to do the 8 preclinicals first; don’t like that);
The highly irritable and distractable “music” in the background.
Maybe it’s just me and my state of mind, but it made me just feel like: more delays and Paulson raises soon.
I do get them having to take steps to market and sell L on their own, but frankly I do not hope so, they don’t have the expertise and others have tried thinking they could do it on their own and failed terribly.