I think there is simply too much speculation at this stage and the company bears the responsibility to clear things up.
- How many patients have signed up to receive Ryoncil on a commercial basis upon launch?
- Since approval, did any patient receive Ryoncil under EAP?
- What is the estimate revenue / earnings generated from Ryoncil?
....
And the list goes on.
I don't think there is much point on he says she says and the company should clear these up in the next announcement.
The point is - now that the company has received FDA approval and is entering commercial phase, commercial metrics will be what matters from investors' perspective and in ascribing a valuation to its share price.
If the company expects to achieve cash flow positive then it will be a significant milestone and they should say so in simple plain English.
They have a tendency to beat around the bush too much, but all we are after is a simple announcement confirming whether we are making money.
Gradually, they need to transition away from being a R&D company to a commercial company, and the style of their announcements should follow suit - use of numbers and diagrams, rather than essays.
(20min delay)