Interesting that after all the lack of care in the last 6 months, things are starting to move again.
3 months ago I wrote about them in "Growing, Profitable Companies that No One Gives a Crap About " link here.
I thought most of the selldown came from internal dramas, and thought the business remained in great shape.
Recent coverage, as mentioned by @lug74 and @at6568 and@Bgall2519 would have helped with interest kicking off again. My very rough, back of the napkin math on their 1.5M unit sold gets me to think they're operating at the same pace as before, not faster, which is still very impressive; even going backwards a little would make them look "cheap" in my opinion.
Very keen to see what full year results look like, and what comes of these new drugs.
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