RE:Q2Every quarter has some surprises. I am hoping there are no issues with the Human Factor Study for Egrifta. Sales in Q2, based on the always suspect Bloomberg estimates, should be much better for Trogarzo and just better for Egrifta. Sales of Egrifta hit a new monthly high according to Bloomberg in June so that may influence any decision about changing sales guidance for the year. Also, hopefully, they will reiterate the cash flow breakeven guidance by year-end, regardless of sales but this may depend on the trajectory of the TH-1902 trial. There is also a chance they have a lot of encouraging, hopeful talk this quarter in order to set up an equity offering. It will be interesting to see if Lafond and Marsolais are finally freed up to exercise their options after the call. We shuold have some updates on IM for Trogarzo and F8 for Egrifta as well. And we hope to hear they have already dosed their first patient on the restarted TH-1902 trial. So, there is the potential for a lot of news this quarter but how they handle their finances, which are sub-optimal after the convert was paid off, is of greatest interest. We are also still waiting on changes to the board and some other items which we discussed with management prior to the AGM.
Trogarzon wrote: So wednesday is Q2... they reiterated twice already the 90m annual guidance and mentioned the strong second half of the year forecast. We will see about that on the 12th. I want to know your thoughts. Mine is that they will miss as usual and cut forecast and talk the walk and walk the talk as usual. So more of the same.