Certainly a nice call, yet like Daniel Getts Stealth biotech it was all about trying as hard as possible to allow more IIS to get in cheap and under $10 is breadcrumbs for what is coming
There are many ...many positives but they decided they needed to save some warehouse spacing that cost how much on the balance sheet ? They could have broken it out but decided to take the write off all this past quarter ....
Looks like they didn't want to break even this quarter as it would have opened more (retail) eyes ...though the Israel Englander type IIS know what is coming
Maybe Frank Witney will come to realize that he can't be as greedy as Ampersand may want to be.. even Merck Paul Young and others know ....
As for the ties to Daniel Getts and patents with Cour to his new patents ...what is Catherine Mackey thinking ??
Nothing to see here though....we are told we are just a CDMO : )