$HRTX Negatives: Mgmt has lost a lot of credibility, still possibility of CRL (30%) or bad label (no idea), and market risk with election and corona virus... Positives: Superior product, growing Cinvanti sales, low financing risk and Mgmt has signaled they want to sell. I don’t think we get early approval or move up much before then. Only with approval AND good label and decent launch do we get back to 30’s IMO. Still long...
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