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Number sleven

09/01/22 2:30 PM

#387994 RE: dogn #387991

Dogn, Thanks for the information and opinion. I might reach out to IR. I doubt they will have anything to say, but if they do I will let you know.
Sleven,
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sstyles

09/01/22 2:36 PM

#387995 RE: dogn #387991

Great due diligence re: Mochida.
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Pharmacydude

09/01/22 3:46 PM

#387998 RE: dogn #387991

Dogn
I have a theory: maybe “long term inventory” which is over $200M is unencapsulated IPE which is being kept in cold storage 1) so that it could be used to produce the new emulsified V2 2) used to produce V for China (IIRC during a cc MK said China product could not be manufactured prior to approval) 3) just trying to delay spoilage.