Jun. 11 at 3:33 PM
$KROS This was a wake-up call. I continue to be long, but acknowledge that they will need to be highly resource efficient, fast, and flawless in execution to succeed with current clinical and pre-clinical assets. It won't hurt to return some value (and reduce dilution) to current investors, and issue frequent updates on progress that support the premise that they have unlocked the potential of this pathway for muscle, bone, hematologic, and metabolic indications. Many large pharma and biopharma have tried similar concepts, but the conceptual leaps have come from small biotechs, with greater risks and rewards.
