Speaker is bullish following a surprise early FDA approval and sees significant long-term revenue potential, but notes the company will likely need to raise capital.

The speaker is taking a 'very small, long position' not out of conviction, but as a way to force deeper research and monitoring of the stock.

Presents a speculative opportunity with a binary PDUFA date; the bull case rests on strong clinical data, while the bear case is rooted in the company's poor historical reputation.