Also, I've noted that, whatever HB's genius may be at the office/lab, he seems to have made some rookie mistakes -- not the least of which was that amateur-hour conference call.
That's not to say it's a 100% shock, since he is navigating his first marketable drug.
For most on this board, HB has been a great CEO, getting us 600-800%+ returns in 4 years. On essentially zero revenues. He's one of us.
Dell had their time years ago. DELL and ARIA really cannot be compared. HB is doing as well as just about any other biotech CEO could hope to do in their lifetime.