RE:Micro Cap Conference Agreed.
the presentation seemed a little more crisp than it has been in the past
JK did 80% of the talking.
CS kept the number of "at the end of the day" 's to 5 or less.
no real revelations but clarity on a few items perhaps:
-60-70 % net margins to Spectral in the Baxter agreement
-expecting label expansion
-noting that price can increase with better efficacy
-comparison to two studies that are getting similar great results
-Reiteration that they only need 7% phase 3 B required to show 10%. But we are north of that ( exceeding expectations) Per other studies - probably well north of that.