Uh oh. rob’s back and checking in on what the dumb money thinks. Anyway, nice post rob - sometimes you’re not so bad.
On the first point I would agree if taken by itself, but after a 100% move without significant news or cause, it seems ancillary. I’ll take your word for the index flow number, but I thought it was a little higher. I may have underestimated the durability of the non-index flow, but will see after Q2 numbers. With regard to end markets, so far, Kymriah revenues have been disappointing, and the latest news isn’t encouraging:
Good auxiliary advice, but I’m just guessing, that taking a gamble on a hunch is not something you’re real familiar with. Sure, understanding the why is ideal, but a win is a win, and being right in the end despite lacking full knowledge or wrong assumptions, makes the win all the sweeter. Things don’t always happen the way you plan or think it will. Understanding the rules of the game and preparation are key. Sometimes, simply being in the right place at the right time is all it takes, like studying the tides and knowing that a rising tide is coming to lift your boat.
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