I think that's a little closer to what's "baked into this cake"
As far as AF and his demagogic rantings, if the RX earnings were baked in the cake, since the consensus is generally 100%+ lower than the current run rate,
we would have never gotten to the highs that we did.
Obviously, there's a lot more to this "cake" than a disinformation artist like AF is willing to allow. People like him choose to act like the the entire value of the company is determined by short-term Iclusig rx rates in cml alone, when even he knows that's fraudulent.
However, when things get going south, a few "dirty drug" slanders can help to magnify negative momentum, which is what their designed to do.
So, his "opinions" and what motivates them are not something I'd choose to associate myself with.