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Re: JRoon71 post# 378666

Friday, 05/27/2022 1:20:04 PM

Friday, May 27, 2022 1:20:04 PM

Post# of 447398
Well without wasting to much of my time ploughing thru your analysis ...re your comment

Does anyone think Q2 is going to be any BETTER? With scripts going DOWN? And costs going UP



Poster HDG has made a good case IMHO on why Q2 could be better then Q1
1) Their API purchasing agreement ...minimum amount required for 2022..was largely completed and paid for in Q1.
Theoretically they could suspend Q2 API purchases while they work down long term inventory .

2) KM has ..from the Wainwright presentation "got religion " re the importance of maintaining cash on hand to fund the eventually EU launch ...so expect less marketing / sales force expense.

So yes ..revenue may decline further but API / marketing expense may decline enough to off set and Co may report close to break even ...and maintain a healthy cash on hand .
JMO
Re HDG's view ...just going from memory ..suggest you read his posts for clarity

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