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AMRNEPA

10/23/24 9:56 AM

#429813 RE: JRoon71 #429812

JR - yes the $5-7 will help !
So maybe our hit on cash will "only" be a minus $25 million?

Is it possible to re-sign the PBM in early 2025?


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seve333

10/23/24 12:30 PM

#429834 RE: JRoon71 #429812

So if Italy was NOT approved doesnt that kind of screw up the whole strategy in Europe. How can you ever have any meaningful revenue if the big three are no go's? The whole strategy was Europe and getting approvals in those three that is what we were told Denner was doing. Seems like it would be very very difficult to ever get a BP interested without those three on board or at least two of the three.

It does not look like Italy was approved (we should have heard by now), so not sure where we go from here. And not sure how that impacts France.

My guess is that the Investors Conference will address some sort of change in strategy. Because without Italy, France, and Germany, and with very limited uptake in UK, we have sort of exhausted our short-term catalyst in Europe.