Aug. 15 at 1:25 AM
$RNXT just listened to the q2 er call. i have to say i am more impressed with the company/leadership than i was previously.
i didn't have a good initial impression of the ceo and doubted the mgmt team/bod. the mgmt team and bod seem to be run by an academic clinician (ramtin agah) - while they're usually smart and know the clinical unmet need, they're not typically good at running businesses. i thought the ceo came off as a bit of a show boat before, but really appreciated how confident and knowledgeable he was on today's call.
i initially invested based on a belief in the tech as well as the initial data readout. however, now, i think the ceo and the team that they're developing are actually competent and could really translate this tech addressing a real medical unmet need into a real business.
in addition, i'm always happy to see when mgmt buys their own stock and it's not just given using inducement grants.
Based on today's q2 update and call, I'm confident in building a larger position in this opportunity.
$NVCR $DCTH $TLSI
