The take-away for me in terms of commercialisation was reinforcement that the next catalyst really is all about the US sales where we have FDA approval and BTM is "on sale today" (to use PB's words).
TGA approval will be nice (and is expected in the April-June quarter), but will likely only add incremental sales volume.
BTM to enter Europe market by end of 2018 - start 2019...this seems a way off from here, but comes quickly in business terms and is likely to add meaningfully to analysts revenue forecast models.
So, hopefully we get an end of March US sales update and expectation of product roll-out success and revenue growth should build from there.
The take-away for me in terms of commercialisation was...
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$2.28 |
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