I listened to the conference call. I got 2 things:
1. The sales figures have been coloured by inventory builds so unit sales per se are a bit misleading. The metric management uses relates to procedures in the quarter. They say this is the real positive trend.
2. In Australia, with the third party sales agency model, the combination of temporary expander with the permanent unit adds to the sales of both; thi adds intrigue for combination strategy in the US.
Cheers
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