RE:RE:Communication idea for Therapalinc2000 wrote: In the couple of weeks preceding the Bought Deal on the 55 million US $ Notes Luc/Philippe wre either dangling the 500 Million Sales ,iand or becoming the largest pharma in Canada or working towards the next Billion dollars in market caps and it worked .
I dont think any communication from Luc would change anything at this stage other than Real positive news
But surely what you know about the launch and first six month has been positive news? I probably held on to a "fail" scenario for Trogarzo longer than most people here. I think what they've achieved so far rules out that for me now. It's just a question of where the graph goes from here as we add each new data point, thats not fully clear, management arent helping to make that fully clear with clear guidance but some scenarios (like failure) can probably be ruled out. And a few more data points are going to further narrow the likely outcomes.
There's a curious thing I've noticed in finance, they dont seem to like margins of error in their future predictions. The like one number for future projections and then its a question of beat or miss. If I was going to predict future US Torgarzo peak sales I might say $200mil +/- $100mil but in finance it seems you have to give a single target number. Its just possible that given the uncertainty of the future sales curve Luc does have any certainty about a single future number. Coming from a science where a single number is often meaningless unless it includes a measurement of margin of error it seems strange how finance seems to ignore it.