(Total Views: 646)
Posted On: 09/14/2022 9:26:27 AM
Post# of 154882
my gut is that Cyrus will be conservative and measured on this Sept 30 call (again, i'm assuming we have a call), for 2 reasons:
1. he hasn't spoken a peep for 2 months - that tells you a little about how the company is choosing to communicate right now, and what his MO is.
2. the company is focused on restoring crediblity from NP's over-the-top salesmanship that did not serve us well.
while i don't expect him to come out, guns-a-blazin, i do want to hear confidence in the drug and a vision for the future. and i hope he confirms that we've submitted everything to get the hold lifted - it will be a bummer if that doesn't occur by Sept month end. i know some feel differently, but my view is that until that hold is lifted, we are in a holding pattern.
1. he hasn't spoken a peep for 2 months - that tells you a little about how the company is choosing to communicate right now, and what his MO is.
2. the company is focused on restoring crediblity from NP's over-the-top salesmanship that did not serve us well.
while i don't expect him to come out, guns-a-blazin, i do want to hear confidence in the drug and a vision for the future. and i hope he confirms that we've submitted everything to get the hold lifted - it will be a bummer if that doesn't occur by Sept month end. i know some feel differently, but my view is that until that hold is lifted, we are in a holding pattern.
(4)
(0)
