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Friday, 04/06/2018 12:17:57 AM

Friday, April 06, 2018 12:17:57 AM

Post# of 12137
I didn't read the essay from a few posts up, but here are my thoughts, Ice:

I rarely look a shareholder/management alignment gift horse in the mouth. While I understand that the figures are seemingly de minimis in size, it's a positive step for shareholders. I wouldn't go so far as to say that management "knows something" specifically, but rather see this is management being relatively bullish themselves on the business generally.

1Q18 numbers are of course remarkably important. Comps are spitting out good data.

I know it's a bit late for your nightly reading, but this is big time: https://www.reuters.com/article/us-cancer-medicare-yescarta/u-s-medicare-sets-outpatient-rate-for-yescarta-reimbursement-idUSKCN1HC2N3

Medicare has assigned an $80,000 copay for Axi-Cel. I'm not certain this article's factually accurate, but it's good to be up to speed on this regardless. There's a case that it could cost as little as ~$1,300.00.
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