RE:RE:RE:RE:RE:Spectral Medical Investor DayJust a few months ago those two were telling you tales about Dialco and a market worth Billions- today they tried to say there's no value -even downplaying the value of NxStage..
Just a few months ago they told you enrollment of 8 patients a month was the "worst case". Today they said at 1. something per month they are doing better than Euphrates.. then stumbled all over where they'd pulled the 8 -16 a month enrollment prediction from..
My doubt is not with PMX or even with the company at large- it's with leadership
that can not deliver. The numbers are real and their words are not.. their actions have never come close to their promises.
But, I'm happy to walk away for a while.. we've heard what they have to sell and to be honest it's depressing to discuss.. or to imagine a year from now when they are at 65 patients and we're having this same conversation...