Good quarterly vs my expectations (given the aummer break effects in US/EU this year which were exacerbated by the first proper holiday season in 3 years and long breaks).
Having now 12 customers - many with several sites - - vs zero 9 months ago - plus the deal with Fuji - set a good base and outlook
While I would love to be surprised by massive jumps in sales, i prefer sticky customers and recurring sales is starting to show that.
One thing i did not appreciate was the depth of industry players using it already, with them also getting CDMOs on board - massive growth space and highly interconnected with pharma and cell/gene therapy (their customers). That's great for brand building which can accelerate sales considerably in 2023.
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Ann: Quarterly Activities/Appendix 4C Cash Flow Report, page-5
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Harsh Shethia, Advisor
Harsh Shethia
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