RE: Zero interest17 Mar 2022 16:25
All the BOD have to take responsibility for the current SP. Feldmann, Redmond, Walts and especially the two Sandlers. The frustration here is not the science which I believe to be groundbreaking and a real paradigm shift in the treatment of blood disorders, it is with the management which considering their experience has been shown to be extremely poor in their judgment, and naive in the extreme. One example of this is their PR, or lack of it. To have a website that focuses on Hu-PHEC and CDX shows it hasn’t been updated from 2016. No mention of CBR or even CAR-T, pretty scandalous considering it’s weeks away from IND and clinical trials. My take is Vlad is getting good advice but ignores it. He runs the company in a very autocratic manner, happy for everything to run in stealth mode as if it’s his own private company. Well it’s NOT! My take is he has two options. He either changes and listens to those around him or he losses the company. I expect an aggressive offer to be made in the coming weeks, around the £30m mark and am hopeful with five extremely promising product candidates, all IP protected, that there could be a bidding war and a price of £50m+ would be agreed. I’m pretty sure Vlad will never change so I expect the latter scenario and if he does lose the company and over a decade of work, I for one will give him the respect and consideration he has given us PI’s..which is none.