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hamkypamky

05/03/20 11:25 PM

#271189 RE: Will Lar #271183

My 2c is our timing really sucked.

I don't believe any BO was serious (or in the best interests of shareholders, unlike Omthera) until after ADCOM in Nov.

We did really well there, but then the period between then and DU was time where it was really difficult to conduct buyout discussions.

First, we had xmas and the holidays. Everything really shuts down for a couple weeks.
Then we had the trial, which presumably took up some of the management's time and effort.
Then we had the shutdown and the pandemic. The SP took a massive hit (down from $20s to low teens, which really must have messed up any valuations).
Then DU.

There wasn't really that much time that was wasted fiddling while Rome burns. IMHO of course.