Yes so hard to predict level of respiratory illness in a given season so I would have thought they would need more time before adjusting guidance. However there is a summer surge of Covid now and they have nearly a month of Q3 data already
FYI Shionogi just said they sold 10billion yen (66M) worth of their covid drug in July. I would imagine paxlovid sales are surging now as well
.. Xocova has been very popular since the beginning of July, and we expect to be able to achieve H1 sales goal, considering the pace of sales exceeding JPY10 billion for the single month of July.