RE: Surprise surprise - numbers are out I haven't see yet the full financial statement, but at first sight, I'm kind of disapointed.
If the Celgene revenues of $ 6M are in Q4 numbers like it look, this mean we are far away from $ 5M-6M of resins revenues that we heard about.
And this would leave only $ 7.6M of sales of resins for 2011, which is less than 2010.
Now, I rather like to close the books on last year, and turn on 2012. Q1 will end this week. Let's see if those recurring revenues will be there. The answer will be in about 45 days.
I'm still pretty confident that we are heading to the best year ever for PLI, but the proof is in the pudding and delivering the deals and number is the key.