Fair enough. The one thing that has changed and should give comfort is the addition of a CCO in Dan Kirby. His track record leads me to believe that Amtagvi and Proleukin sales will increase significantly in Q2, 3, and 4 and we should see growth Q over Q from this point forward for the next several years even though Q1 may be a bit flat.
Mr. Kirby's employment agreement was incentivized based on total revenues. He needs to beat guidance for many of those bonuses to kick in. Count on a beat this year.
As to when we'll see profitability, it's looking very likely for 2026 with an outside chance that Q4 of 2025 could show a small quarterly profit (though that's a bit trickier due to the expense of all the growth and expansion necessary to keep up with the anticipated demand of product manufacturing).
I also believe that when updated guidance is given, either after Q3 or Q4, the market will have already caught up to some of what's to come, but I still expect that the updated guidance will take quite a few by surprise and will therefore be needle moving to the positive.
Enjoy the weekend. Who knows, maybe we'll hear of a trade deal on Monday with India or Japan. That could also help to float all boats.
GL to IOVA longs.
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