Looking ahead, our revised forecasts imply US BTM sales of A$19.1mn in 2H22E
but in January (historically a poor month for sales), this time around we got A$3.7 (at a guess) implying for the next 5 months sales of A$15.4 or an average per month of A$3.1 (or there about)
so why exactly would sales go backward, as correctly pointed out by Doc and Jevalent
when these 5 months have been historically strong, the sales force is larger and covid is now endemic rather than pandemic
but the beauty of all of this speculation is that the answer will be known in 4 months time .. and I for one am looking forward to hearing the outcome
and for our naysaying friends I would simply say, rather like for the shorts, it aint over until the fat lady sings ....
Looking ahead, our revised forecasts imply US BTM sales of...
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