For one I cannot think of a comparison or analogy that I can really compare an infectious, life threatening disease treatment vs just any consumer product. Second, I would use an accurate timeline,not six months when actually the time gap is 2 1/2 years and that is with a big "if" it will actually be approved to be commercialized. Third, if i was reporter in the biotech industry, I will try to send the message out for patients to seek some help or be treated as soon as they can.
All of his conclusion are guesses and not based on proven data. yet he makes them sound as they already have happened!!
Frankly it is not worth our time to provide reason to dispute his conclusions. He himself acknowleges that most of the time he is thrilled to lambast good biotech companies. He gets a thrill out of saying negative things about successful companies.