Good webcast, starting to warm up to JC.
Biggest news IMO was that 80% of team was at break even 5 kits 2 months after launch. I had them reaching 100% by end of Q1 2024. Could be 3-6 months earlier.
They are sticking with guidance on revenue, no mention of EPS/rev ratio. So I'm even more confused about current guidance. Saw runnup to earnings Q1 and Q2 as good trading ops. Have no idea on this one.
I just don't see TONE being that expensive. Dermbrasion is not that expensive and cost of kit 6500. The 100 patients will likely be spread out over Q2, Q3 and Q4, bulk in Q3 & Q4 I'd think. Rearchers were already on staff for GO and wound expansion, so costs there should not have gone up that much.
Other endeavors will require some additional staff over the next few quarters, but gradual and likely no more than a 25-20.
Just going to sit on my hands until after Q3 release then pick up a pencil. My early year projections for 2023 & 2024 are obviously going to need a major overhaul. Assumptions on R&D especially.
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