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biosectinvestor

08/21/21 6:16 PM

#397220 RE: MI Dendream #397182

I concur with basically everything you said there. I look at other factors typically to come to the same conclusion and some of the same. You've expanded factors of which I am aware but have not been my focus in coming to the exact same conclusion, which is one reason I often argue against those who constantly refrain with the argument that the FDA is "against us". I don't see it and in fact, believe as you do, that there have been signs suggesting they are in fact facilitating the advancement of this effort, recognizing, as we do, what is readily apparent to just about anyone with an open mind and eyes, particularly the doctors and patients who have been involved. It's all my opinion, but I do not see a mystery here. I still have a portfolio, always, rather than a one-stock concentration, but I do get why many are so concentrated. There will always be business challenges that regulators can't solve, where resistant, BP and others perhaps work hard to ignore or resist change. I also think that appears to have changed. Right now we are awaiting confirmation, in a manner that will be compelling to roll over resistance and then I believe we will see major opportunities ahead.