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Saturday, June 15, 2024 1:20:39 PM
Level with us what is the increase in the number of GBM patients. At least between 200% and 300%. So you can save your solid growth BS to yourself.
What does that statement even mean? The question being discussed is if NVCR EMEA revenue will increase or decrease in 2024.
SS notes EMEA revenue dropped 2.2% in 2023 and projected a more significant drop in 2024.
I noted that the EMEA revenue increased substantially in Q1 2024. And projected it will increase, not decrease over the year.
The actual increase in Q1 EMEA revenue was from $23M to $35M. And that was driven by a new market (France).
If you think the 2024 NVCR revenue is going to decrease enough due to "UK" to offset that increase you are smoking something. NVCR does not even market in the UK (they are approved, but w/o reimbursement it is pointless).
Come on, let us play a revenue bet. I project NVCR revenue EMEA (as reported by the company as Germany and other international) will increase from 2023 to 2024. You obviously think it will decrease. Since you call BS on my projection you should be willing to bet (I will accept a "friendly" bet).
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