RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:NewsGood dialogue, i just think the market is overpricing the prospect
of another sloppy raise... albeit mgmt has done enough of them to deserve being in the penalty box on that front. I am on the other side of that trade now.
The FDA approval is absolutely not the China milestone. All China milestones are achieved. The counter party sram is very welll funded , its simply a matter of going thru the process with the chinese govt to have the cash cleared,
which can happen any day now...if it already hasnt
they have good funding gap
options this time around if needed. The Pg approval and voucher is a game changer in terms of fundability and in terms of overall risk profile. They are attracting smart money thru this commercialization with the small molecule as a lottery ticket