Hi SoundsSnazzy - Thank you for that summary. To be fair, my...

Hi SoundsSnazzy - Thank you for that summary.

To be fair, my view is in December 18 they may may have genuinely believed the 3M deal was going to rapidly take BlastX to the world.
(although I don’t understand why performance criteria was not factored into the contract)
.....3M took over distribution in January.


I agree the April update was likely a ramp.
Retrospectively at least it stands as a clear illustration of growth up till the time 3M bought KCI.

The half yearly was accurate in those growth figures and it did put this at the top as a lead, but the presentation was hardly ‘headlining’ the figures in a sensational sense compared to the April presentation.

You saying their overestimation in December 2018 compared to figures (around $16M lower than they had projected ) as of December 2019 indicates either over optimism or a poor ability to predict future results.

This is patently the case .....
But doesn’t it all come down to Acelity/KCI?

So would not the best questions relate to how tackling any problems there is coming along?

And if any ‘lost’ key customers have been retrieved ? To either blastX at 3M or an alternative?

cheers