lorenzo "will stop at release 2"

http://www.e-health-insider.com/news/5628/lorenzo_'will_stop_at_release_2'

http://www.e-health-insider.com/comment_and_analysis/562/nme_at_the_gate

Though we all knew there was uncertainty. This just starts to clarify some of that uncertainty, though still a way to go. I still see ISF as good value here, but the news flow continues to put pressure on the price and continued uncertainty may hinder any chance of it rising.

(Perhaps it might allow them to write off acquired intangibles in a one off "non-cash" hit and could then report NPAT without the heavy amortisation charge?)