The rev from Eisai of 65MM + 6MM payment + 3MM from Siegfried, covers their total 2013 costs. Any other milestone payments and sales go directly to the bottom line. Their tax rate will be very low with the write off of R&D. The earnings results are moot and sales will be the driver going forward. Add in the cash on the books they can go another 3 years with zero sales + still keep the doors open. Compare that to VVUS + OREX and you don't see the same picture.