I agree with what you said about the excuse should be for projecting that high of revenue to begin with. I remember on calls (before approval) Raj projecting big things for Fusilev saying how it being the pure isomer for leucovorin would be preferentially used and command premium pricing. I think he/SPPI got very lucky with the generic shortage. I haven't kept up so I don't know if some (smart) investors could have seen what the other generics were doing to get more supply. I believe I read something about being able to track this information somewhere (maybe even on FDA site somewhere?) I think it was in an article about some people buying up supply of (old generic) cancer drugs in short supply and then jacking up the price.
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