That is pretty far out there. That joins the other hypotheses:
1) The one the Market is tentatively sniffing is the worst-case scenario: that he has seen tox data and decided to jump ship. Unlikely, if he has another position to take, he would have initiated that before any tox data could have been available. I doubt this is data-driven.
2) Having come from GSK, he envisioned himself running trials on a major new platform, the Ampakines, not orphan drug 'small fry.' But the Ampakine trials will be run by BP partner. That is possible.
3) He was at Cortex before Mark Varney, but Varney is clearly the ascendant star, and Mansbach felt eclipsed. Possible.
4) Some Big Pharma guys find that they don't like the volatility and the stress of the microcap corporate environment--where one may have to juggle multiple tasks, and they go back to the relative security and predictability of BP. This is my personal speculation. I don;t know where he is going, and it is also possible he could be going to a startup where he'll have more power (see #3, above).
5) The wild card possibility: Mansbach had a cameo role in Mel Gibson's new movie, Apocalypto (you couldnt recognize him under all the blue paint). He was so compelling that Gibson wants him back for the sequel: Apocalypto, Revenge of the Nerds. With acting having been a life long dream, how can he say no?
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