Hi Skypilot,
What happens with the next quarterly depends entirely on what happens this quarter in terms of deals, associated cash payments, milestones etc., and production ramp activity. We know there's a lot more coming, how much more and how significant remains to be seen. That the shorts are reportedly trying to buy off-market to cover tells me they have a fair idea what's coming, and it's put the wind up them. These guys aren't stupid. They will have people on the fringes telling them what's going on. They know what it means for their situation.
A few more big names in the stable, a few more deals for wearables, maybe some more detail on the as-yet unnamed Ocu-Ject deal, maybe something exciting on the Ocu-Mix front, a few more upfronts, forecast milestone payments hitting the bottom line, significantly expanded per molecule development fees, Unilife going into a cash-burn neutral situation with 2015 looming, throw in something big from left field just for good measure, the shorts can bleat all they like. They've had their time in the sun, the party's coming to an end. It won't happen instantly, they'll fight like hell because they have a lot to lose. But the amount they have to lose is inversely proportional to how much the company has to gain.
IMO, that is a lot.
Fundamentally, while not yet reflected in the SP, momentum is on our side. Can't wait.
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