But we don't know where the ALD stood at that time..still don't. All we know is he says it is doing nicely. It is clear they were not "on-track" to meet their 1H23 goals...that isn't to say they weren't only running 3-6 months behind which is possible, but we really don't know that either.
Some here think we will know far more in the next month or so, maybe even in the next week or so. We'll see. I suspect we'll feel almost as much in the dark after the next 2 conferences as we do now. IF that ends up being the case, will you be surprised?
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