@Ryes - I will need to listen again but I think your CF breakeven numbers should be per quarter not per month ... that fits more closely with the recent run of 4Cs and a declining R&D spend.
I had always worked on them needing $10 million a year to get to breakeven with a moderate level of R&D spend. Will listen again later to be sure.
Ann: H1 2023 Results Webinar, page-4
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