Spectrum Pharmaceutecals Inc (SPPI)

[Tartiaboy]

I'm a bit less understanding at this point. SPPI watched the generics go through similar problems, but could not anticipate any CMC issues. That suggests some weakness in the management. Coupled with the BTD denial, you have to concede that they don't have their act together.

Still believe Rolontis and Poziexon20 will get approved, but expect a very bumpy road. After the MDACC presentation at EOM, I see no PPS moving news until 4th quarter.

Of course the PPS has and can move on no news. That's happened many times before. We just can't count on that. SPPI has a $1B market cap right now, so I think they need to advance the pipeline in a meaningful way to sustain any meaningful increase in PPS.

I think I'm being realistic here.