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Sunday, January 18, 2015

Who's Your Daddy?

Who to believe?

In one corner, we have....

  • Otsuka
  • Denner
  • Blackrock
  • Fidelity
  • Other Tutes
  • The FDA (giving AP26113 BTD)
  • commercial agents throughout Europe, Eastern Europe, Asia (see above) and of course Australia
  • Docs and patients who went to bat after the debacle
  • Science (just peruse prior abstracts from publications about Pona, 113 etc....multiple indications, impact, efficacy...and, yes, learning how to manage the risk/benefit trade off).
  • A logical plan about the strategy for growing the company, and a conservative scenario of $400m revenues in 3 years.
And in the other corner, we have...
  • Daily bashers (shorts in long's clothing?)
  • daily market fluctuations
  • bitter investors that didn't sell when we were at 20+ (not that I can blame that, it's just them emotion clouds one's judgement). 
So, who's your daddy?

GLTA

TC

1 comment:

  1. TC, One would have to be increasingly curious as to why Sarrisa Capital Management has kept so quiet. After all, they are capable of making a nasty public scene very quickly. Here is a link concerning a previous negotiation that didn't go their way. http://www.marketwatch.com/story/sarissa-capital-issues-open-letter-regarding-astex-pharmaceuticals-2013-10-02

    ReplyDelete

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