You might have missed the last sentence in the TUB's post:
You should be always right on easy business models and less successful on oncology cos.
This is quite a tone change from his posts few months ago (e.g.):I think the odds are very much in shareholder’s favor.
Don't you think he now sounds more realistic than before when twitter-fighting to replace the BOD and CEO?
Remember his almost 180 on Heidi Hagen before and after the she became an interim CEO? From "she need to be fired" to "good leader" and "priorities are with ZIOP". Not that I trust TUB, just saying.