Kiwi, I think a sequential comparison vs Q3 24 may be more apt where they did $30 million in US product revenue and to increase that to 44 and change ain’t bad, albeit they had to fine up margin to drive volume. Another encouraging point was they are already selling in China to private hospitals and OOP payers, in the process seeding the market. Once public insurance is approved for the 2026 year, there will be good awareness and need for the product.
I agree, short term not a great situation, but they should be able to break even in 2026. Just my opinion.
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