$PTN If you missed the call. Positives: - Vyleesi marketing cost is minimal. Less than $1M for first few months and then reduced. - Vyleesi insurance and issues are mostly fixed and they can focus on marketing and licensing moving forward. - Profit margin on Vyleesi is 90%. - Carl wants to make money. - Dry eye data next month. A Phase 3 study will be quick and about $20M cost. - Heart drug study started enrollment and treatments. - Lot's of upcoming catalysts. Negatives: Covid drug is probably dead. Too late for funding and supply issues. IMO great opportunity here to make money over the next year or so. Back to the adding game. I am glad we are at or very near lows. I'll keep adding a waiting for the surprise PR days.
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