RE: Ivy...why no permanent FO?7 Nov 2018 08:40
HT,
Maybe they are just going about their business quietly and efficiently like they have for the last few years.
If I thought they were hiding bad news I would have considerably reduced my exposure here.
Most news points are predictable events like data readout etc and we have successfully passed those so the risk has got progressively less.
Really can’t think of any bad news to come out until PDUFA date and I think that has a 95% plus chance of being great news.