RE:RE:RE:EarningsI agree. Expectations are so low right now it might be hard to drive them lower. Two things stand out to me for THTX to address. First, they need to highlight that 1Q sales are on track with guidance, especially since the first quarter is almost over already. Second, they need to layout a feasible, believable and rapid plan to attain balance sheet stability via positive internal cash flow. If positive cash flow is insufficient to achieve the objective, then we need to know what the plan to address that is.
I would imagine it is possible any delay in getting the fourth quarter financials out faster could be related to discussions with their auditors regarding what write-offs may be required. And they may need to hear from the FDA on TH-1902 first to be able to determine if some of the the goodwill from the Katana acquisition is now viewed as an impaired asset. Or there could be other audit related issues that are more mundane but still delay things.