The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Christ, where do they wheel these twats in from? The standard of dewamping is genuinely pitiful nowadays. The best they can muster is the ‘concern’ someone changed jobs and that something that’s already proven ‘it works’ might not work after all. Still, at least the basics are there… six figure holding and ‘concerns’. Must try harder.
’what concerns me’. If poorly estimated timescales are a ‘concern’ then this isn’t the share for you. Once you’ve accepted that Alan wouldn’t recognise a calendar if it thwacked him around the chops, it’s quite an easy relaxing long term hold. If you fancy being concerned, then consider Alan’s absolute inability to use any of his ink and focus your efforts on the new bloke earning his corn. However, once they have the next bag of cash in the bank, they’ll be coasting to accelerated approval imo.
She didn’t ‘decide to leave’, she didn’t ’step down’, she didn’t ’leave to pursue other opportunities’, it wasn’t ’mutually agreed’ etc etc.
She was sacked. Same for Neil Bell. It’s business. C-Suite tenures are usually only a few years, you serve your purpose and you get moved on with some time in the garden and an envelope. Simple as that, no conspiracy, no drama, no ‘concern’. Thanks Fiona, welcome Chris.
"It’s a burden on resources and a distraction."
Where's the burden if it generates cash. It has a separate leadership team. I don't care about it - affimers haven't ever been commercialised, but the companies they bought are profit making. By all means flog it even if it's just to stop the quarterly chat about Heights.