general discussion, page-9

What is everyone's thoughts on the next 4C? I was sort of thinking I would be adding to my position if the cash burn rate made the company have >8 quarters of runway, hold if still 8 quarters until the next 4C and start reducing position if < 8 quarters. Obviously the details matter but as a rule of thumb that's where my thinking is at. I was definitely expecting BUB to outperform A2M by more than what it has done just based on my previous analysis of the product comparisons, I suppose the next reports will shed some more light about where we stand.