We have a rough idea - they stated in their filing that the loss of the commercial contract represented approx 25% of commercial revenue (ie non Medicare part D revenue). So there’ll be a potential roughly $10m hit to US revenue. Hopefully this will be offset somewhat by increasing revenue from Spain and perhaps an upside surprise from China. But I’m prepared for a pretty ugly earnings release in Q3 which should be the bottom. Although I’ve said that to myself plenty of times and been wrong!
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