RE:Headwinds to tailwinds w/patient counts up? Combo partners +This is the way I interpreted the quarter as well. I think it's huge news that the TH-1902 trial is going to restart. I think it's great news that the patient enrollments are ahead of last year. The non-cash charges, inventory adjustments, etc make it difficult to interpret bottom line results without studying the impact to cash flow. I too was encouraged by the reduction of expenses.
Still a lottery ticket in my mind at this point, but there does appear to be a trend toward being cash flow positive or breakeven while keeping the oncology and Nash opportunities alive.