“I still can't say I like the share structure ch
Post# of 36537
Hi Doc. This is where I disagree with most. I don’t see Veneto producing. The Dec consolidated filings look somewhat off. That appears to be the last year of the legacy company. Even there, as TC noted first, there was a significant decline in revenue over a 6 month period. And then decline to what we saw in the Q (or possibly even amended below disappointing, unless we get a doubtful surprise).
I see price protection for Veneto from 2.50 to 1.50, but NO protection for Gnbt shareholders from the Veneto legal overhang, other than a loss of the price protection feature of the latest renegotiation.
All 8 pharmacies purchased in tranche 1 are off the table. The MSO didn’t put up significant revenue. What equated to the revenue, btw? Pharmacies open in November that are now not part of the Gnbt future? Did this effect the MSO? Dme-iq may turn out great, but we’re talking of an idea with one customer.
No one here bought a single share because of Kevin Kuykendall. But, all shareholders want Gnbt to succeed!