Threes for ALL my PPHM scenarios there are grounds and indications.
Your "crow from the roof tops" is very probably the thing that is NOT possible till some signature or some non-disclosure release.
They have the BEST quarter since years (loses wise " -2.1 cent pre-split for comparison, -16 post split), they start Avid guidance at SAME point as past FY 50-55 Mil$ (and explained why the cautious entry point) with the mention that there are however OTHER customers that can make up and the signing of a new customer. This fiscal year they ALSO exceed the 55Mil$ max. they gave in the beginning of the year.
They moved forward on the Exosome kit and have good results (MSK confirmed) from PS-targeting.
And the splitting of both bussinesses, well we need more precise statement if that means:
A) split in two companies OR B) split business lines making PS-Targeting self supporting with Exosomes
Where is the BAD Q/CC, can someone explain that to my bird-size brain, because everything I write here can be checked in today's Q/CC PR.
There is ZERO STORY or INVENTED SCENARIO IN THERE.