<<<Large or small What attracted you to them—was it mainly the valuation, or was it the programs per se? >>>
Large and both. VOD data in both prevention and treatment is imo stunning.
Regarding Dr Ferro, I agree that would be helpful, but if it contributes to an undervalued situation, I'm all for ceo's with thick accents, stuttering, tourette :-) If they have the goods, eventually it won't matter.