I don’t think they’re panicking about the stock price — why should they? They have plenty of runway and shouldn’t need to raise capital any time soon. I’d worry

I don’t think they’re panicking about the stock price — why should they? They have plenty of runway and shouldn’t need to raise capital any time soon. I’d worry about their stock price at $10 or $5. At $20+, they’re still trading at large multiples above revenue.