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Re: rosemountbomber post# 286902

Monday, 07/20/2020 4:39:57 PM

Monday, July 20, 2020 4:39:57 PM

Post# of 426048
Billions on DTC ads is a typo, I assume :>) JT predicted not quite BE because he anticipated spending $200M on DTC ads and other promotions, that's not gonna happen now. IIRC we were just barely profitable in Q4/19 but under GAAP accounting when exec comp was taken into account it turned EPS negative. Question of effectiveness of the ads w/o reps in the field is a good one - based on the fact that I still have yet to see the new one on live TV it appears they're saving their ammo for now. The drop in weekly scrips may be more of a sign of financial problems for V takers than lack of interest in getting the drug - many corps have announced broad layoffs are coming, people are tightening their belts to prepare for the worst.

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