RE:RE:RE:RE:Loading up?I doubt that is true. I also think Taimed does the prep, not TH. I would not be surprised if TH ordered a lot so Taimed can make a claim of good quarterly sales as they are needing to raise cash soon. I have not had a chance to check yet but I would not be surprised if the block seller last week was Taimed selling the lost cost shares from TH they got when the Trogarzo deal was first announced. They could report a profit on those which again would help there share sale efforts. Taimed currently has about $25 million in cash and $25 million in debt.
qwerty22 wrote: I remember CFO saying it was the same SKU. So using the same pre-existing inventory just prepared differently.
SPCEO1 wrote: It likely includes TH building their inventories of IV Push. But Bloomberg's weekly sales estimator also suggests the introduction of IV Push had a positive impact on October's Trogarzo sales. Not that positive but a nice percentage increase. Unfortunately, Bloomberg's estimates have been dubious in the past so it could be better or worse than how it appears.
qwerty22 wrote: Hard to see it being actual drug sales to patients. Some other revenue realized. Say selling THTX shares. Can that be classed as revenue from Trogarzo?