It was an impressive recovery, but I sure won’t be adding at these levels. I think some were waiting to see if there is any guidance or clues about future commercializations, but it seems Shelton is getting more vague and lowering expectations with each call this year. On the Q4 call in March he said 5-7 expected filings by their customers, then on the Q1 call in May he said 5 or 6 filings by their customers. Now he is only saying that the industry has had 5 filing and expects 4 more by the end of the year. Hmmm. There have actually been more filings than that so far, but some were filed by Big Pharma and maybe he doesn't include those? BTW - does anyone know if Immunomedics, Novimmune, or Medimmune are customers? (they've all filed)
When I listen to these canned calls reading from a script, and see pics of their “state of the art” logistics facilities, I’m reminded that this is a very small company that has big ambitions. It will likely achieve them, but it will take longer than many here would like. When rob said it’s not ready to be held in drawer yet, I doubt he realizes that most of you have already held this in the drawer so long that it has layers of dust!
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