I must admit to a passing thought of is it BTH too :-). I understand he probably isn't thrilled with management but a lot (almost all) of his questions really didn't find out much of anything. I don't get the big deal about releasing the 10-k and then the CC the next morning. If I were an investor I'd be happy with that gives me time to look at it and ask questions. I don't know what stocks he follows but most Bio's I see actually do the opposite host the call then days later publish the Q/K.
On Geron I started to take a look didn't get too far may still. I wonder if investors would be happier with them going through a 100 million and running their own Phase 2's?
what exactly are they spending $33 million/year on, when they have no company-sponsored trials to run
Well, quite many biotech are exclusively in business of transferring shareholder equities into these companies Sr. management pockets. The rest for them is very much secondary. Unfortunately, it is a reality.
As for SEC, its people are too busy watching Internet porn.
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