Stern,
I think you are missing the point. The biologics are integral to the discussion around business fundamentals and launch in Q4 2020 as they relate to the enormous pharma partners with whom the company is in discussions. Given the biggest pharma companies in our space (mkt cap $100B - $200B & $50B revenue per annum), are focused on asthma biologic drug development, that makes it a core focus & priority for us. This is especially so as Marjan's strategy is focused on integrating with Doctors, Clinicians, Pharma etc. Without Pharma partners there is no launch....
By the way, the group of Global Pharma's who have biologics approved and on market - Genentech (Part of the Roche Group), GlaxoSmithKline, Sanofi, Novartis and Astra Zeneca have weathered the current market malaise better than the broader market indices. Healthcare and Med Device definitely the place to be!
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