2nd quarter to reach the 500k milestone is more optimistic then what I heard when I last spoke with Todd. I got the impression that this would happen in the 3rd quarter.
Interesting question noting the connection with the new board member and Pfizer. It wouldn't be the first time that a board member used his connections to negotiate a buyout. A possible red herring, still I found Dr. Rose's excited reaction more uncharacteristically noteworthy. Maybe they can do some partnership in drug development, who knows.
Plus side looks like EVEN if we lose this case (I'm not counting on a win, nor does it seem the market) we should see some strong growth in the stock price this year based on cash from deliveries. I dont think $6 is out of the question. Negatives, sounds like FDA approval is pushed back until all deliveries are made (longer time frame then I hoped). A number of big funds have gotten smashed with their positions, hoping they stay fickle and that once SIGA starts to show cash they will load up the trucks.
I started to rebuild a position and hope to buy on weakness.
Yeah, it just seemed by Dr. Rose's remark that there was some win/win situation having this guy on the board whether Dengue or something else (other drug, manufacturing, market channels, network etc.) . The question was also asked for the audience listening, maybe to create some hype. Best hype will be in next quarter or two when cash starts hitting the books, even with creative accounting to hide from PIP.