Thursday, June 16, 2022 8:35:08 AM
Yes.
(i) I do not see any "strong" direction"
(ii) Do not expect any* significant news till 10-Q2 (* meanwhile China news could come any day)
(iii) Meanwhile I expect that Q2 will be 20+% better than Q1 as Revenue / Gross Margin, CF could be +/- 0 (or net positive) Q2 2021 was the strongest q in 2021 the Q2 22 will be app. -20% vs Q2 2021 ... I feel the market will not appreciate it.
+ CFRX will release interim, futility analysis in July (more likely at beginning) so I would like to generate more powder for reentry
Best,
G
Disclosure: I wrote this post myself, and it expresses my own opinions (IMHO). I am not receiving compensation for it.
Notice: This post is not investment advice, and not a recommendation to neither buy nor hold nor sell.
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