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Tartiaboy

03/19/19 8:57 AM

#2564 RE: antihama #2563

The reason the PPS did not tank is likely because most knew or suspected it was a CMC issue. That said SPPI had seven years to get those issues worked out.

I'll be happy with revenue over $300M. This set-back likely cost SPPI two quarters of income, so it's not trivial.

In any event we may see a gradual rise in PPS as we move through the spring and summer in anticipation of the news flow in forth quarter.

I just hope they are correct when they tell us that Pozi cohort 1 is registrational and that the data is on track for approval. Their credibility is shaky right now. It makes the risk/reward ratio more negative that necessary.