Re: Rought Transcript: RVX Presentation at GCFF Virtual Conference – Investing In Innovation – 09/10/2020
posted on
Sep 18, 2020 04:12PM
As I'm fairly new to investing, but over the years as a scientist have followed RVX-208 from the first cell studies to BoM, I believe this drug is definitely not sliced bread. It's much better. It's one of the the most crispy delicious baguettes I've set eyes on!
I believe the slow progress is because of the management. First, there is an image problem. Don does not come across as a dynamic, go-getting, science-savvy biotech leader. Second, Drs Wong and Johanssen have strong academic backgrounds and are probably still researchers at heart. They like original research, and they like publishing. They're no doubt on very good salaries. So they're happy to leave it to Don, confident that at the end of the day the science will speak for itself (which of course is in fact all that interests the FDA and BP). And then that baguette will be dripping with lashings of honey!
All IMO of course.