RE:RE:RE:Investor attitude toward managementalleyesonme wrote: It's on the investors deck MD&A and was mentioned on the last CC. Do I believe what they say...yes I do...clearly they can't discuss more otherwise they would..this is a fact I posted the sedan links and pages last week, why do you continue to deny this fact...MPL has a client/partner who've submitted and NDA..ANDA is another completely different venture..so is the 505b2..three drug approvals pending.
The investor deck says a good many things, including having forward looking cautionary notes among other statements that can be used to explain that not all statements made are as you clearly take them.
As explained earlier, if you choose to believe that the investor deck which states that the business has partners in 'all phases', which includes NDA, ANDA etc, then very good, believe that, I do as well.
However what they actually mean by those statements leaves much to intepretation and this is where our opinions clearly diverge. You obviously believe that their 'partner' has submitted or will imminently submit a NDA say, while I believe that the statements they made certainly indicate that they are working with a partner that has every intention of submitting a NDA but has not and will not in the near term. Why do I believe that, because the business has not stated anything material about that effort apart from what the deck shows, which is to say they are working with partners in 'all phases'. They have spoken about the ANDA certainly, and we all know, given the slip up from Keith on a recent call, that it is indeed Epidiolex. But the company has said absolutely nothing about the NDA.
Remember our lesson about fact vs. truth? I deal in facts.