I don't know but he is very good at presenting his views. I did think it was odd that in his discussion with DI about Duffy's departure, he said the following (parenthesis contain my comments):
The only other thing he (presumably, DI) said associated with this (Duffy's departure) is that further cash raises may not be needed.
First thing I thought was: Merck partnership resulting from duffy's DD on behalf of Merck.
It was very late at night when we talked mainly about my concerns with Duffy's departure. So no, no chance to get into the weeds. The only other thing he said associated with this is that further cash raises may not be needed.