Being skeptical when skepticism is called for is smart. Rejecting clearly communicated data and analysis is, IMO, not skepticism but some other illogical or emotional thing. If someone rejects clearly statements from a company they are invested in then they should simply sell because they don't trust the company. Sometimes there is a good reason to distrust a company, but I don't see those signals in evidence here.
I think you can be conservative about valuation or timing but not whether or not 2-73 data shows that it works.
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