@anshelsag He did not. An entity that was not him was the only reason the budget balancers and that money was taken from a different budget. Calling a spade a spade.
All you’re doing is amplifying a false narrative to some ppl dumber than you who will believe it and run with it as fact
@convequity good write up - but point on LITE's 6' yield being superior is incorrect. They don't have 6' yet... they just bought a fab from QRVO and will ramp in like 2028 timeframe
@insane_analyst they've said 6in yields across EMLs and CWs are above what they were on 3in... so what do you mean "if yield is lower than 3/4in"?
what am i missing?
@Corona_N_Lyme@Oddhootcapital@XerisPharma Got it - but knowing XERS. Don’t think they’ll announce launch during their quiet period where they can’t talk to investors about it
@Corona_N_Lyme@Oddhootcapital Why 0-8 weeks? Would think more like Q2 earnings report in early August.
IMO - this is in limbo (therefore load zone) the next 2 quarters as the market wants to see the next step up in Recorlev, which will be when all the new sales ppl start materially contributing I H2’26