SM is a good clinician and he made a nice presentation today
but his visions of grandeur are very premature
"we'll eventually build-out a manufacturing capability in France"... ugh, I was hoping they'd consolidate those operation in SF
"we're in discussions with the BOD in developing a commercial capability"... huh !... ya gotta crawl before you walk and then walk before you run
and he may as well fire his Bus Dev team... sounds like there's minimal interest in partnering
instead of "stay tuned", it's now "trust me"