V1,
Thanks for the analyst info - not surprising that Ende bolted, the short-tilted articles were quoting him a lot back before the filing regarding his unease about whether the filing would happen on time.
Agree with you on all points that you've made on this:
- Should be open season on CLTR for awhile for the shorts
- Company credibility is increasingly in question now, detractors will pound this
- Shorts have turned out to be right at this point for a lot of wrong reasons, they're still yammering about some things that don't sound related to this delay... I wish they'd make themselves useful and shed some more light on it and less FUD
-The question is how can something like this happen. Well put. The TSC article talks about Mac files needing to be reformatted to PC. ???? In Bloomberg reports, Bigham pointedly states that they could have met these additional requirements had they known about them. Was this really some last-minute bureaucratic curveball, or did somebody at Coulter drop the ball, or what? If you have any more information on specifically what are the seven points of contention, I'd be interested in seeing them.
That said, I'm as convinced as ever that Bexxar will be approved and used widely (unless the Bexxar delays continue to the point that Zevalin is approved first, I have some unanswered questions about orphan drug status between the two that I haven't bothered to get answered due to Bexxar's time-to-market lead). So my powder is dry now, and I'm hoping for enough FUD over the next few weeks to create some excellent opportunities to load back up...
THis has been a bad day.
No sh*t... :-(
Gordon |
