Jun. 4 at 12:16 PM
$HYFT My criticism of Jennifer Bath’s leadership isn’t going away. I’ve been consistent about that, and I still believe management deserves scrutiny from shareholders.
That said, something has changed for me since the recent data release.
The story is becoming less about management and more about LensAI, HYFT, and the technology itself.
MindWalk delivered the data. The platform made a prediction, the science was tested, and the results supported the prediction at the binding level. There’s still a lot of work ahead, but for the first time we’re seeing evidence that the technology may be capable of doing what it was designed to do.
As an investor, that’s where my attention is shifting.
Management will always matter because execution matters. But if dengue and influenza continue to validate, the conversation increasingly becomes about the capabilities of the discovery engine itself.
At some point, the technology becomes the star of the show.
Shareholders will still have a voice through future votes and annual meetings. My views on leadership haven’t changed. But if the technology continues to prove itself, I suspect the market, strategic partners, pharmaceutical executives, and potential acquirers will ultimately have a major influence on determining where Jennifer Bath fits in the company’s long-term future.
We’re not there yet, but we’re closer today than we were a week ago.
