Yeah I am not sure what to think of the supposed formulary changes, but it's hard to think these morons in management are getting out in front of any additional obstacles coming our way. They are smug and 100% tone deaf, and I wish Denner would boot them all out.
I agree Denner's silence is deafening and it makes me nervous. It is either a) tacit approval of what is happening now or b) calm before the storm (special meeting or him exiting his position). It is weird that it's been 2 months since he initiated the special meeting and nothing since. Hard to say what is happening, but I do think we'll know in 1Q 2023 either way. There is also the matter of this "announcement" KM has promised to make in 1Q or 2Q regarding the combo product, but it's hard to get too excited about that, based on previous track record. Hopefully he'll surprise us.
And China approval...WTF? That was supposed to happen over a year ago. I have no words for that.
No offense to others, but anyone predicting a price target above $6 or $7 is not living in reality. I stand by my original comments that we'll be lucky to hit $3-$4 anytime soon. Trust me, I would love to be wrong.
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