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Re: Whalatane post# 378274

Tuesday, 05/24/2022 3:40:40 PM

Tuesday, May 24, 2022 3:40:40 PM

Post# of 425935
K- (& to all)

Ekman imho knew that KM was increasing rebates ... less Income and expenses not declining fast enough

(i) increased rebates was not introduced in Q1 2022 but - at least - in Q4 2021, most likely earlier (Q3 2021? ... Q2 2021?) since the increased rebates / exclusive market was 40% at the EOY2021.
(ii) the rebates was responsible for the 50% of the decline VERSUS Q1 2021. This effect will "disappear" after we reach the 1st anniversary ... (Q3 2022? ... Q2 2022?) ... at the latest in Q4 2022 / Q1 2023
(iii) the other 50% belongs to wholesalers (and decreased script#) ... the "days @ hand" was ATL in Q1

Best,
G

Disclosure: I wrote this post myself, and it expresses my own opinions (IMHO). I am not receiving compensation for it.

Notice: This post is not investment advice, and not a recommendation to neither buy nor hold nor sell.

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