RE:RE:RE:The Era of Gilles is over Boaz, absolutely, Gilles sees no commercial development of the pipeline in the coming years. The so called inflection point with Y-BG complexes as an inhalable therapeutic for IPF (or to treat inflammation in general), or the superior immune booster, or the potential of the AV study will stay in academia.
Sales of AV didn't come back from Kenvue. Kenvue likely sources Symrise now. As we had speculated before, there is a strong possibility that business was lost and known ahead of time, say by early 2023. Was this material information kept from investors? Would OATS have withheld his support for Gilles and attempted to force him out of the company (besides a board seat)? Seeing that OATS and his team has lost $M here, they should really have a look into what legal action he could take before Gilles grabs his golden parachute.