ouch - looking like less than 10m revenue for the year. I guess the obvious question is what caused the main customer to reformulate away from ANO zinc? Would seem odd that they stopped selling zinc sunscreens - especially if they were ~3.5m odd worth of sales, must be one of the larger brands (coppertone I'm guessing). Let's hope they can finally get traction on the alusion sales and growing end users/market.
Ann: Business Update, page-3
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