TGTX(JPM)
I know-he wouldn't be my first choice as a pitch man-He gave a much better presentation the last time I heard him.
He seems to get nervous(or overly excited) at times and things get a little jumbled.
However, I'm still "very(x3,x6,whatever)excited" about the compounds and the program. Like the way he's intent at going right at it in terms of the combos and registration strategy. In other words, I think your SI pick here is still secure.
Btw, thanks for the slides!
Best,
bw