"As a calibration of my expectations, I give it an 80% chance of greater than $35M in 09Q1." It’s time to recalibrate: $35M is at the high end of what ZGEN expects for the entire year. The official full-year guidance is $25-35M:
Yep - I recanted after the earning last quarter (on some board, perhaps this one, perhaps not). I have to listen to the cc and look at my notes from last Q cc to update.
And just FYI from a completely naive calculation - if you assume that the increase was a ramp through the quarter then the run rate now is now about 5-6M per quarter. So the official full-year guidance is not a low ball - but neither is it very aggressive.
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