One of my takeaways from reading all of the recent filings, which are more straight forward and informative than prior filings, is that customer programs are not as advanced as I had thought. Not a single customer has submitted a drug-device combination to the FDA for approval. Maybe I was getting ahead of my self or I was influenced by AS's claims, but I have been looking for the launch of a drug in one of our devices any day now. Now I realize it will be the end of fiscal 17 at the earliest. I do have to say that I am happier and feel more confident about my investment with honest facts, even though disappointed in the reality, than I was with the uneasy feeling I got that AS was not being fully forthcoming i.e. AS -BS. AS obviously told us what he thought we wanted to hear when the truth would have been better.
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One of my takeaways from reading all of the recent filings,...
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