Post by
SPCEO1 on Jul 19, 2022 11:11am
Another point of intetest
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.
Comment by
palinc2000 on Jul 19, 2022 11:37am
Now I understand! In the previous post you wrote that POC had been reached. Do you really mean that they have reached an anecdotal POC? You also previously said that the SP would explode upon reaching POC Did you mean implode? I am confused!
Comment by
qwerty22 on Jul 19, 2022 12:31pm
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.
Comment by
qwerty22 on Jul 19, 2022 12:32pm
Should have added it wouldn't be so bad if they had the analysts to fill in the gaps.