Yes I wouldn't say its overwhelming, we'd have to wait till the northern summer is over to get a true picture of what is happening on the ground in the US. The concern for me has been a quick uptake by US patients followed quickly by a plateauing of numbers within 2-3 years. While that in and of itself isn't an issue, its the followup with other indications and OTC products to carry the momentum forward to justify the epithet of a "growth" company. Hopefully the substantial increase in production costs includes the beginnings of other products but given supply chain woes and inflation I'm doubtful.
It appears to me that the focus is still on hoarding cash to achieve the performance rights for various levels of cash in bank. They are pretty easy to obtain after all, just let the cash flow in and don't spend too much. Hopefully this doesnt correspond to another wasted year.
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