RE:RE:RE:interview I reread the interview and because the CSO is the universally trusted reference point here, I focused on that component.
Was it just me, or did the interview sound like there is a lot more punch and precision on the IP and scientific platform strategy. They are clearing up a lot of questions for me, and maybe others here.
I was intrigued by the "third" referenced use of sglt2, after pets and humans. And, it is clear that there is very high confidence in the science behind sglt2 which I had not seen prior. That makes me wonder when we are going to hear about that. It has to have something to do with optimum organ function or maybe even weight loss given glucose component. All in all, I absolutely believe this woman and I can't let the stress on deal making cloud that assessment as it is a significant part of future valuation. The baseline technology is now on the market. Thats a bigger deal for me than others views.
On the anti-aging, same string of additional benefits from anti-wrinkle onwards towards keloid and other skin related treatments.
Lastly, I give some credence to this remark about entering a new era. Is it possible that they are nearing the time where the strategy of a cosmetics and therapeutic division or spin offs are being contemplated? Is it possible that this will be triggered by the next meaningful deal on either side of the pipeline?
I am generally of the opinion that there is enough there to move us from the current trading lows we are seeing here, perhaps on the next additional elaboration on the overall strategy. When will we see additional information?
Time will tell!