Dec. 3 at 3:45 PM
$CRBU I am still here. Good to see a lot of the old timers still here. I am beyond annoyed at the share price action. My take, and I posted same on Twitter / X (DadBodFamilyGuy), Rachel needs to go on a speaking tour with the large asset managers and tell the story in simple terms (e.g. we created an "allo product" that does x, y, z. the benefits of "allo" over "auto" are x, y, z. the costs to manufacture are way less than "auto" and way more scalable. the total addressable patient population is (fill in the blanks). the path to revenue is (fill in the blanks).
Rachel needs to rebuild trust with investors. She wasted a full year by not doing HLA sooner and burned a ton of investors who lost money. HLA has been known for over 10 years in stem cell research. There may come a point where the Board of Directors may need to replace her to rebuild trust with the investment community. Keep her on as a science advisor emeritus but make a concession to move forward.
