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Amatuer17

11/27/19 6:30 PM

#1797 RE: noretreat #1796

RDHL did a good strategy to move from tiny biotech to commercial co - the transition is not easy. The mfg - logistics- selling - revenue mgmt - payment contracts and cash collection is not easy. It needs skilled manpower.

By trying these cycles on some tiny products, they learned their lessons. Talicia is a real product and real test for RDHL. As I mentioned in previous post, I do not expect much results even in Q2-2020. Reason being the payments and sales cycle take long time. So we will see slow movement in SP. We may even see more dilution as they add more sales force.

The 1st glimpse will come depending on when they see the market response for early sales cycles which may be heard in earnings call for Q1-2020. So I still think that there will be plenty of opportunity to pick up shares in this range or below $8.

If someone wants to see this cycle - Check ACAD - the product was approved on Apr 29th 2016 - SP was around $35
The sales force and other expenses forced tgem to raise money, stock reached bottom of $13 in mid-2018. With sales picking up - the SP is now $47 ( for me it is 2.5 bagger)
BTW - they had very good amount of cash - anywhere from $300 to $600 million and despite they had so many issues.

I suspect RDHL will go th’ same ups and downs so it is not going to be an easy ride.
For me above $10.50 will be green.