IART
I mean obviously the market thinks it is gonna be bad. Even I'm starting to get suprised that it is dropping this much, I thought it would hang out in the low to mid 30's when i brought it, obviously I was wrong. Obviously I think so much bad news is priced in, I would not want to see what they would have to report in terms of the numbers, guidance, Boston, etc. to drive the stock lower at this point. It has been an unmitgated disaster since I purchased this one. Obviously don't think this quarters numbers are the thing that will move the stock. News on boston and the future will. I continue to believe this is a FY 25 Growth story, with getting to growth in 2nd half of fy 24. I could be completely wrong, I have been so far. I think it is gonna take alot of bad news to push it lower at this point, but anything is possible. Having said that I still believe in the IART Story, will I be proven wrong? That is always possible. All is just my opinion, and I could always be wrong though.
