you raise good points in this post and the one before.
i feel the CFDA is priced in, which most will agree. What is the big uncertainty is what will happen when they get it (assuming they do). Do they have deals already lined up in china that are pending on CFDA, if so that would be great as it would allow for an nearly instant sales stream. Yet, we still need to see reorders from india and macaw, and ofcourse if they do have sales line up in china, we will again need to see reorders
$3 party, page-107
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