He certainly has said the later but the revenue numbers seem to go against that which is a concern for me. One would expect number of patients to grow over time (this early in launch at a substantial rate but given reimbursement issues at least at a modest rate) so if numbers are the same then they are losing patients (or perhaps even fewer treatments per patient then expected?).
Agree it could be just ordering patterns throwing things off with such small numbers you get a few big orders at end of one quarter and it makes it look artificially high (and hurts y over y comp and subsequent quarter).
The lack of transparency would make it hard to know for sure. I'm just saying its a caution and even though "off season" I'm very curious to see what the numbers are as I don't trust PW remarks want to see numbers.
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