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sts66

07/04/19 3:53 PM

#199951 RE: KCSVEN #199745

No guarantee the pps is going to be higher after FDA approval - the price has already gotten a bit ahead of itself, looks like more speculators are piling on. If they start expanding the SF before approval, which it appears they are going to do, I see no need to wait until Q2/2020 to start DTC ads unless cash flow won't easily support the cost. Guess we're just going to have to wait until the 10-Q comes out to see where that extra $10M came from, and whether it can be repeated in Q3 - if what Cal is suggesting, something related to accounts payable, it should be easy to tease that data out and conclude it was a one-off timing related event. I'm still not convinced something like that would actually cause a boost in COH instead of just reducing the quarterly loss, but then again financial accounting ain't my strong suit. More like a handicap, LOL.