Jan. 14 at 6:34 PM
$NVCR
A few quick thoughts on JPM conference:
1) Frank seems to deliver solid presentation based on audience feedback.
2) I like the fact that Frank is putting emphasis on profitability through carefully considered R&D spend. In a couple of years once the existing trials are done, the company has the opportunity to reduce R&D spend in a meaningful way, my interpretation.
3) I like the fact that Bill D emphazed that TTF should be able to work with any new bio treatment drugs coming up, even though I understand that new trials are needed.
4) I like the fact that milestones are clearly laid out in 2026 for trials and launches.
5) lastly, I like the fact the company will be providing revenue and EBITA guidance in Feb for 2026, hopefully, it establish a solid baseline to go forward.
