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,
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.