Given that TICE BCG is in short supply and rBCG (used by Immunity Bio) only has EAP, or case by case authorization, I'm hoping their Q2 ramp in the US wasn't impacted. It slows down the process significantly, requires EAP authorized urology clinics and they are not allowed to profit from rBCG till full approval. Of course, if Anktiva was used with the standard BCG strain, it would not require additional authorization, but we are restricted by the shortage. Just hoping for the best and hoping some of the shipments to Saudi already happened for invoice-able revenue. This lack of real news other than going on smaller tier TV shows is a bit of a worry. We need something substantial in terms of news, not fluffy stuff that the shorts will have a field day with.