I agree. There are a couple of bright spots in the void. One, Dr Sheng is still on board and two, Lenze indicates that there IS at least some commercial potential.
The reality, however, is that one swallow does not a summer make. We need evidence that the platform has broader appeal to others apart from Lenze.
And it is still too early to say whether or not JCT is going to generate sufficient business to make a decent profit.
XPE Price at posting:
1.1¢ Sentiment: None Disclosure: Held
