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HDGabor

07/20/22 6:24 PM

#383921 RE: Number sleven #383915

N-

make me feel a little more comfortable about the Q2 earnings release

Please mark, note my footnote also.

I will remain on the sideline till 10-Q (more precisely till / after10-Q by CROX on Aug 4.).
Meanwhile I think the "yearly" decline was built in after the 10-Q1, I will not be surprised by a 10-20+% drop after the current report (due to Q2 2022 vs Q2 2021 comparison) ... the market won't see the forest due to the tree.
Independently from drop / no drop it will be a good entry point after the release:
- we will no Q2 (one overhang will be removed) and - hopefully - we will get some (but not revenue) guidline during the CC
- (at least) France and Germany will issue the decision - more likely - in Q3
- China will approve Vascepa and it could come any day
- Other announcement(s) - e.g. regarding non key EU countries / region like CEE - could come also in Q3

Best,
G