RE:RE:So what if I told youThey really are not being too smart about this and despite getting it wrong for many, many years, nothing ever changes in their approach. They should have said the bare minimum about Egrifta and when the first analyst first question was about Egrifta, Paul should have taken charge of the situation like a good politician and quickly pivoted to talking about the cancer data. Same with the second analysts questions about first Trogarzo and then Egrifta. This stuff has been going on for a very, very long time and TH has never seemed to learn anything from all these failures to take control of these calls and discipline the analysts when they are not on message with what the commpany wants to communicate. One has to think it comes down to the company just being consistently wrong about what the key things they should focus on. The call should have been 65% cancer data, 15% financing and 20% the rest.
They are just not very good at this stuff and apparently don't have a very good plan in place before the call starts. That being said, because of their previous shortcomings, it is only us listening on these calls anyway as they have effectively pushed a larger audience away. Christian keeps delivering the goods but if few ever hear it, what is the point?
qwerty22 wrote: If you timed how long they spent talking about each part of the business it wouldn't surprise me if the most time was spent on Egrifta.