that's a good point value, we already know they have 4.5M in upfront revenue for Q1, plus 2M added from Majorelle which will be realized in Q1 or 2, so if they get let's say 2 launches in by end of Q2, & maybe they get another 3M in milestones for launches, they might make slight profit for H1, which would be above estimates.
regarding testosterone, it's all about balance, the ying and yang, as you know