Agree with you an orphan focus would be much better and licensing out 238 would be nice. Hard to know if its tainted though, since there was never a good answer for dna stepping aside having seemingly not done a thing with it.
He has to figure out a way to cut the burn significantly. If they keep spending $100M per year, any gains in market cap are going to be chewed up in new equity and the stock will go sideways.
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