GMH, one additional comment that I picked up on in today's call implied that attempts may have been made to go off-label with some patients. Again, I'll need to revisit that part of today's call. I don't think it was specifically stated as much as it was implied or it could be inferred by the comment.
Curious - and why not try since proof of concept exists for solid tumors. As a doc, I would try for my patient if I perceived the value. I do believe this will eventually happen if and when an insurance company decides the risk is worth taking to avoid significant future costs. It's fun to speculate.
To your other point, it was a silly dance between the analysts and the management. Management wanted to say more but wisely didn't, analysts wanted more for modeling but knew they wouldn't get it. It was the Q1 taste with the request to come back for bigger helpings at the Q2 call.
Overall, not a bad call.
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