RE:RE:RE:RE:RE:RE:RE:Top 5 10x for 2021How many times do I need to answer the stupid "why am I here?" question.
For the last time (hopefuly) , I am betting on the partner to do something with what we got, not Sirona's managment team. Howie has repeatedly demonstrated his inablitiy to be quarter back. So many fumbles it is ridiculous.
This is a risk sunken cost company, with residual value in their partnerships. Although not as high as everyone seems to believe. Just look at so many other BioTechs with partners, the vast majority never achieve the hopefull value their long term holders expect. Anyway the value is Not in Howie. So many years of nothing but rhetoric. The CEO is very very critical in Biotechs value and he is one of the least performing I have ever seen. He would of been fired from almost every ther BoD's I can immagine. Other worse ones I have witnessed have diluted value out of existence. So he not quite at the worst stage.
On an opportunistic tone, once the picture becomes less blurry. it may be worth transferring a chunk of assests out of here into whoever picks up our molecules. I invest in Molecules and People. Unfortunately I have given up on the people side in this company.
Ask yourself why you continually talk yourself into the what if.\s, and just waits, and maybe's, those dont pay out.