RE:RE:RE:RE:Thoughts on SalesSpeaking as a pessimist IDK about the "85% chance" of good looking sales. All the things that have been identified as potential drags on sales will not have been swept away and so this new single data point is likely to reflect us still being in this somewhat laggard phase. Maybe it does a little to tighten the spread of expectations, raises the low end possibilities but its unlikely to represent the fully upside potential of this drug. I get that we need to continue to make forward steps, the things SPCEO identifies will likely be that, just unsure they will be enough to significantly alter perceptions. The rather depressing thought is the wait for the next data point is 3 more months. Sorry, its still a question of patience in my book, some news to make that patience justified may be as much as we get next week!
One small point, the management weren't making excuses at the last CC, they were expressing some very positive sentiments about the marketing progress and that did nothing to stop the slide. Managements continued confidence may mean very little.
I was going to finish on a positive note but then thought about one more lingering gripe I have. I think Drug No. 3 has been talked about for a long time now. My guess would be soon after the original Taimed deal was struck. We maybe all have given them a let off while we watched the Trogarzo story unfold but its getting to be a long time with no obvious progress on that front. It would take some pressure off early Trogarzo sales if the market had a third drug to think about. This still as far away as ever?