Pivot to NASH With 20/20 hindsight we can now see that they pivot to NASH and Trogarzo chat during the Q3 call was already the start of a realignment. My blind optimisim was hoping they were looking to make a big splash, and in a way that was true, but they were jumping into the swamp instead of the refreshing pool.
Now, the question becomes, "was Paul's 'Posisition of Strength' talk regarging NASH negotions all hot air?'. I certainly hope not, but that is the short term upside for this stock now. There will be continued selling as some look to redeploy capital, while others will hold to wait and see what the new protocol looks like in the new year, but reality is without a partnerhip deal we are now dead in the water. Lets home the earlier pivot and NASH focused speaking engagements bring with it some positives.
FML, it feels like late 2019 again now. Please let's not relive 2020 LOL