So the activist playbook for Baker Brothers:
1. Sell off anti-viral business unit (to CSL for example)
2. Maintain and focus on HAE and rare disease cures (hire a proven "closer", coffee is for closers)
3. Sell off Stoney with the anti-viral business or jettison him
All sensible business decisions IMO. Am sure others closer to the action have to have considered or are considering.
I do like the emphasis on HAE and the rare disease model... I have no interest or desire to be involved with the anti-viral market... I'd love to see the board spin off the anti-viral business with a new face running it and then pursue the rare disease model unencumbered with the incessant BS stockpile questions and promises at every CC... I'd love to see a hotshot from BMRN running the rare model and finally get something to the finish line... bottom line is if Stoney is there I'm not... period...
if the biggest problem we have is bit#$%^# & moaning about this stock, we really don't have a problem, do we? And hell, i now live in Fla, having filet mignon on the patio tomorrow in 80 degree weather and......that's enuf isn't it :-) Have a happy
Spokane like a true long. Happy Thanksgiving to all...if we can type on a MB...we have plenty to be thankful for.
Yalagadda or Yellagadda... the latter happens when attempting to hold a toke for the entire drum solo in Iron's Miracle... throat still hurts when I cough too hard... peace... V
I would like to have it hold double digits and actually see meaningful deliverables in EARLY 2016 without crapola dilution talk from the fearless leader