I am not convinced / haven't seen evidence there were actual unmet end-use demand or orders (e.g., prolonged out of stock announcements etc.). Instead I suspect the spikes in last year ZOLEO (internal) preorders and subsequent updates of manufacturing backlogs were just part of the growth story telling which may have not eventuated.
BCC Price at posting:
24.5¢ Sentiment: None Disclosure: Held
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