RE:RE:RE:Thank youThank you...next. As if we didn't know the entire arrangement with RBC was a quid pro quo for the convertible deal. They got their fee and then became a petulant child when they weren't rewarded again in this deal. It's is not a coincidence this came out a few weeks after the deal - they were sidelined by a recalcitrant analyst who refused to even look at the future. Like SPCEO said, I do give him full credit for understanding the HIV market better than me, but he gave up a long time ago on them. No real loss as he was never going to believe much about the transformation until after it happened -- the classic lagging indicator.
But Leah has her work cut out as they are really down to one decent healthcare analyst and their firm is being sold. I've passed that list around before for us to see on who covers the most NASH names. They've been going to some of those conferences, so they need to hope a few of those second tier US guys pick it up and then the oncology gets a few Can/US first tiers to pick it up.
I am sending a large bag of Cheetos to Abrahams so he doesn't go hungry any time soon.