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Re: rosemountbomber post# 15240

Thursday, 04/28/2022 2:19:09 PM

Thursday, April 28, 2022 2:19:09 PM

Post# of 17421

the perspective is that earnings will be terrible.

LOL! Everybody has a "perspective". Then, there are the facts..., which in this case is hard to specify because they're still in the future (you know: it's hard to make predictions, especially about the future).

We have two often repeated "perspectives":

1. Lupkynis is too expensive (WhataBomber), BUT, if they sell 100 mill worth, this year, somebody is buying, and if next year it's 200 mill. ... then 400 mill ... etc. etc., we'll be just fine.
The pricing policy is a decision made by the company, with lots of knowledge and input from many sources. For now it's ~100K, they can manage that as needed in the future.

2. "it's all peter's fault", a stunningly vapid notion that the CEO can magically make the PPS go up by doing SOMETHING (not specified what!). What I expect from the CEO is to manage the process of carrying the drug thru FDA approval, and then to sell it based on the merits of the product. The loss of $20.00 (as cervello whines every day), is from a hight achieved from an unsubstantiated BO rumor, which then evaporated along with the PPS. "peter" had nothing to do with either the upside or downside.

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