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gilead23

12/03/19 7:58 PM

#21775 RE: fishhunter #21774

A 35 million contract is significant even shared.

Some uncertainty on realizable size given it’s an IDIQ, but yeah great contract.

And they should start booking orders for G&H early next year which is another sweetener.

Will be interesting to see where the current quarter lands and what the delivery schedule looks like for the next couple quarters. I have been a bit concerned about margins but typically higher revenues mean better margins for them and they were guiding for a high revenue quarter.