RMB,
Can't disagree with most of this.
However, I do think the BB is still on the table. That, plus a R/S, plus Sarissa possibly buying more shares, plus Sarissa closing their short position are all part of the broad scope of "financial engineering" that I think will likely take place at some point in the late winter/early spring. Not sure which, or which combination, of strategies they will use. But I think it's inevitable.
As far as EU sales, I think it will continue to be slow for the immediate future. But at some point, I assume they have to start actually selling scripts in all these other countries that are approved...Scotland, Netherlands, Sweden, Finland, Portugal, Italy, Greece, etc.
Not sure what the issue is that they aren't commercial yet in those countries. But despite them each being fairly small, added up, they should start to add some meaningful dollars. Then with UK and Spain being well underway, the M-o-M increases should start to look a bit more dramatic (similar to post-REDUCE-It in the US). But I would expect that this is not something that will happen in 2025. I think 2025 will just be more growth in UK and Spain, with a few other countries starting to show revenue very slowly (ie. Italy).
The caveat is, if they don't start selling in all those other countries, then maybe it means those countries are just carrots for the BP that eventually buys them to begin selling in, utilizing their existing salesforce.
Add to that all of the partners in the RoW that are approved but still not selling any scripts (ie. Australia, NZ, Israel, UAE, etc.), and the number could be meaningful...again, if they ever start actually selling.
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