Jay, cash burn is my main concern in that it will make us an easy buyout candidate.
The fact that we were flush with cash till I thought we'd be able to show some revenues, was one my main factors in jumping in hard on this.
Definitely not increasing my position, even though I'm buying here, just shifting it around to make it work for me tax wise.
Personally I do not see the potential for the high numbers I felt we could command before, because we are way easier to buy at a lower price now.
Hope it's not the case, but I have to take it into consideration more now.
I still think of the CAR-T aspect as the long term generator. But I don't have as much confidence of us having a chance to go it alone as I did before.
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