RE:RE:RE:RE:RE:Shareholder SyndromeWe need support and it will not come from videos or something similar.
-HV needs to be replaced. Nothing he says is trustable anymore. Even he says "tomorrow there will be a sunrise" one should think twice. I feel like he cheated (not unseccessfull which can be tolerated to certain point), especially considering the latest video. No science issues for the asset mentioned is not true, clinical study is for scientific data. If this should be done now he was already aware of the need in the first day. This is not something that you would negotiate, it is the first requirement, do they need it yes or no if yes no deal for sure. No partner would leave the table when they are just working on different country regulation details etc.
- It is stll not clear whether partner refused to buy it or themselves declined the offer because price was too low. (This two are fundementally very different, however any deal was better than no deal after all the pump IMO)
- buy shares publicly and find new big investors as support to show that the decision was correct to go for further clinical work and it was not because of the asset quality (Show us somebody else that believes the science, I have doubts after "we are confident" and zero delivery.)
- a detailed and clear clinical study plan needs to be shared. When this will be done, is formulation ready, how much will it cost?
- ask for zero upfront but cost of support for keloid etc from a partner. Discounted deal for any of the other pipeline (eg Loreal agrees to do the work and will pay 3% annually)
- giving one of their skin compounds to Obagi and let them to do the work and restrict them for China
If none of these can be achieved in a reasonable time frame like Q1 I do not think share price will recover to 0.15 level.