"Now to my frustration with this company... I don't see a clearly stated strategy to "show me the money". MM keeps saying "it is about collecting the data" but he doesn't explain what the company's strategy is, and therefore he can't be measured against that by shareholders. When it takes what seems forever since a highly successful phase 2b trial, and there is still really no clear path to market explained...
I don't think MM does a great job of explaining what data he is hoping to collect, and where the inflection point is that will add major value (I think it is the demonstration of efficacy via IV and primarily for lung cancer, but who knows?)."
Amen.
I've raised this exact concern to MM and the Board many times and they have shrugged me off or ignored me. Doesn't inspire confidence.
VLA Price at posting:
70.0¢ Sentiment: Hold Disclosure: Held
