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Re: A deleted message

Tuesday, 03/06/2018 1:13:01 PM

Tuesday, March 06, 2018 1:13:01 PM

Post# of 12137
Thanks for the contribution here Robert.

I'm a bit worried about last quarters revs, as I'm not sure Kite and Novartis are contributing much with their commercializations yet. And we had the "COBRA" indicator drop recently. I would really hate to see a 'pause' in rev growth here.

If guidance is actually given this time, that could offset any negative effect of a pause in significant rev growth(as long as guidance is positive).

We really are at lofty valuations if looking at revs, if growth is pushed out again, I can see us taking a heavy correction.

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