>No—only the US was broken out (26% of total sales).<
Yeah, so my best guess is that Bayer is doing a better job ex-US, especially as they continue to pick off countries one by one for HCC approval. Japan got RCC approval in the first half of this year, and approval in China for HCC was at the end of July. I suspect those are slowly starting to help sales in the face of RCC competition in the US.