Let me try to explain, and please don't always take every variant opinion as a personal attack cause it's not meant that way.
To attract attention from the Street and really get this stock going, this company needs a better balance sheet.
Those recent deals, fabulous as they are, don't add anything to the balance sheet.
That leaves 2 ways to improve the balance sheet
- through operational profit
- through raising capital.
That's why the question about the timeframe is so important. And of course the CEO can't predict exactly how much products will be sold. But giving a timeframe for breaking even, is all about strategic choice. Are they planning to invest as much as they can in marketing and expansion? Or are they planning to take a slower pace and book some profits to improve the balance sheet? It's a perfect sensible question. It's just part of the business plan.
And the thing is, whether you like it or not, if they don't do it through booking profits, they'll have to improve the balance sheet through raising capital.
So it's not about how much money will be coming in. That would be a silly question indeed. It's about what they plan to do with it.
And yes, I'm long NRTI. Definately for 6 more months. Probably for 6 more years. It depends on the answer to this one, single question.
