RE: my take on the placing26 Feb 2021 16:43
Hi shandy,
Re TW - He must have been a stop-gap after CS departed hastily (for full reasons unknown). Maybe he had similar observations to yourself, but was overruled. We may never know and water under the bridge for us now. But, if he does go after his 12 months are up, what about one of these US execs being primed to take over ? With their contacts and experience they could get into the market quickly and effectively perhaps, and this would justify the investment in them... I read somewhere that some worked for the interested companies in the partnership discussions, so they are experienced.
The other point that sticks in mind is something along the lines of 15,000 doctors in the US were surveyed and ready to prescribe the drug to their patients immediately it became available to do so, over all other options. That speaks volumes surely?
All to play for now - good luck.