ImetelChat

We’ll soon see if this is a Zombie company, as the stock price is portending, or not. Period.

This Q’s earnings will show growth, or not. If we start to see growth, then it’s just a hop skip and a jump to the MF Phase III findings, which to near certainty/obviousness will show much longer life expectancy than BAT, since the study has taken forever to get to the data readout specified by the trial design.
But if the MDS launch is truly stuck in the water and a bust, then who cares.

I happen to think there will be Revenue growth shown in this past quarter. I don’t think the institutional holding % would be so high if it wasn’t. They would know, they spend a lot of money protecting their investments - they have a read on the market I am more than sure. To boot, the drop in retail % and capitulation we have witnessed among many long time believers / holders, does stink but probably par for the course in this type of investment…

The wait has been truly tiresome, and anyone still enthusiastic drinks too much coffee or something. But (but but but) the drug works, is showing benefit in patients, should have increased uptake in clinical, and value should take be discovered for the company, in due course…

Currently 291 viewers on this little message board right now.

I suppose my question is, why are there 291 views on this little message board on a Sunday night? I usually see about 20 viewers on the board.

Ryan, yes volume of views about ten times usual. Have seen this pattern several times before. No clear new news.

In normal times, I would agree that growth in the next quarter would be vital
However, if for whatever reason, they are less than stellar, I wouldn't assume they are a zombie company just yet.

Hopefully, the 500m in the bank can carry them through to the next set of results, which should justify a significant change in sales.

So, the same result as we are all so used to - more waiting.