Gilead's deep dive into cellular therapeutics with the acquisitions of Kite Pharma and Cell Design Labs, along with the subsequent licensing deal with Sangamo Therapeutics to develop off - the - shelf cell therapies, is
another key value creator that's arguably being under - appreciated by the market.
Contrary to my initial expectations, Conwert (whether intentionally, or unintentionally) has proved relatively unfriendly for KWG Kommunale shareholders... for example,
key management /
value creators have departed & haven't been replaced, and English language IR has been abandoned.