RE:RE:trogarzo sales dataIf you took your rule of thumb
SP $9-10 = egrifta plus 500 trogarzo patients
SP $14-15 = egrifta plus 1000 trogarzo patients
then isnt there an argument that the SP was over-value at its peak when trogarzo patients were at 200. Clearly you'd have to heavily discount future growth, so why would you do that? Maybe a general belief in the risk and uncertainty of a new drug launch, maybe you believe the Bloomberg numbers are actual sales not a portion of the sales. Maybe you just see a good opportunity to sell after an exuberant launch and are happy to sit on the sidelines until you get clearer signs of how sales are going to ramp up. I really dont know. The stock is generally invisible, it would seem to the shorters as well as the general market. Slow burn, bottom line will tell the story.