RE:Another point of intetest I think it's pretty clear now that they are extraordinarily cautious. It wouldn't hurt to relax a little but maybe also we need to come to terms with that fact.
SPCEO1 wrote:
Management indicated the phase 1a data press release was orchestrated by Dr. Rothenberg. He seems to advocate for a conservative approach, which effectively buried the lede in that PR (that the drug worked did not show up in the headline but was the third bullet points). With the stock where it is, I think maybe it makes sense to balance the various needs and get more aggressive with the messaging. The best news should be in the headline.