To me, a guy trying to simply use common sense, it comes down to two things in my mind:
1. A potential unvillingmess to move outside the shift towards vaccines and gene therapy to embrace a complete paradigm shift in treatment modalities
and/or
2. A low apetite for super high efficacy rates with less frequent treatments thus hindering stable cash flow reimbursements already in play with the other treatment algorithms.
It's what they know and what they're comfortable with. I work with orthopedic surgeons and they adopt change at a snails pace and do not like to be first timer pioneer types. Cancer treatment might just be the same type animal.
Also, is someone lobbying to hold us back? I do not know just throwing it out there. The manipulation from a trading standpoint seems obvious however, this is a different aspect of the overall scenario. Occam's Razor in play here perhaps? Or maybe it's just something as simple as was posted the other day. The stock and technology simply need to be derisked further. Given the need for viable treatment options and patents coming due, it sure seems if we are on the radar, some entity would have to make a play this year if BTD is granted. I hope and pray for no rs split whatsoever. Not sure I could deal with it very well.
Finally, Matthew Perraton is as kind and generous as one could ask for. Why does it seem to me, with all due respect, he seems a bit out of his league as it pertains to dealing with the likes of Merck & JNJ. So I wish him the absolute best and will always be thankful for his kindness. I just did not get any warm and fuzzies about our prospects for financing in the near term. Then again, he can not say much, and then there's my subjective nature which could skew the reality of what all is truly in play here. I concede that. Just want some hope, traction, and movement since bladder brain and lung are all huge targets for most every major player out there. We have potentially somewhat derisked, viable options teed up and just need money to push forward. Still grasping for Hope out here and staying put. Please pardon the rambling. Let's go Libiati, throw us a bone with some meat on it please!