I think people are clinging too hard to the fact that there was a slow month (Sept) in the US.
How many years now have management been explaining that sales will be continuously lumpy as we move forward? This will be magnified even further with continued COVID spikes as we have seen in September disrupting mostly non-elective hospital procedures. I would be more concerned if it was 3-4 months of slow revenue, but one month is an outlier.
The European data is significant, maintaining that sort of exponential growth will push revenue past ANZ's revenue very shortly.
Pay attention to the trend, it is your friend and it is pointing up.
I hope you've all used this opportunity to increase your holdings, we have a bright 12 months ahead of us.
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