Let me explain something. How can you say the long term investment thesis has not changed!?!? Did you need them to make a slide explaining that? A company SHOULD NOT have stagnant and/or declining sales with a new product that has just come to market. This is a RED FLAG.
If they told you the reason sales will be stagnant realted to hospitals not ordering the product then would you be concerned? This is what I heard behind their dire voices and weak excuses.