Post by
antigua1987 on May 04, 2021 3:10pm
biotech ceo lifecycle ... pls advise
-even w 6 yrs of ceo/cfo combo, still long way to I/O liftoff.
-we should have seen more foundational development. really...we're excited for 6/7 success ratio - normally a rounding error!
-fear now is hired guns (new CMO, CBO, 3xBoDs) sniff out ceo's desparation (stanford, sullivan, others depart). imv with flush near-term bank balance - so guns make great paper for a few years helping out drowning ceo, and move on.
-great I/O promise fading at the hands of a too narrowly defined patient mkt segment?
other than that - pumped.