Well looks like He resigned to make way for one of Meng's...

Well looks like He resigned to make way for one of Meng's people. A good sign.

I was incorrect in assuming September as the earliest for CFDA approval...looks more like early next year. Which is a bit concerning as a push into the US makes cash flow very vulnerable to changes in revenue. The US is not a cheap market to make a profit in. It would be unfortunate if we got a CR in the possibly low volume environment over the next few months.

However the US push could be a sign of decent numbers over the last quarter which offsets this...or a sign of trying to prop up revenue. Lots of interpretations!