I think you can get a pretty good idea on their plans. Management has never lied as far as I can tell. They gave deadlines Anchor submission, combo results and other things and always came through.
They stated 3 options for Marine launch and was accurate.
JZ has been pretty clear, they will NOT directly hire a sales force for Anchor. That was reiterated by JPM in the note yesterday.
So here is what will happen
Either
1) They will hire a third party sales force for GIA with no partner but with lower costs for a sales force
2) They will partner with BP and use BP sales force
3)They will sell out completely to BP
I'd say it's 60% on #2, 39% on #1 and 1% on #3 for odds but hopefully we learn more at 2Q CC. I hope it's a Partnership and hope odds are higher for that than I list but with little information coming out can only go on what JZ said in the past which is partner for Anchor is #1 option. Just unclear what type of partnerships they've been offered and if they will be forced to go with #2
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