Even Q4 sales I wouldn't be expecting too much, how big is this patient experience program exactly (they said there were ~50k subscribers from the 'international hyperhidrosis society' so US portion maybe just 1/3? Not sure) When are the direct sales force ready to jump onto the field speaking with dermatologists to change standard of care? Until this is confirmed by management I'd naturally assume the more material sale revenue step ups happens in 1Q if not more like 2Q CY25. The advertising/marketing/inventory spend will almost certainly pop up in the 4Cs way ahead of the sales spike. Be conservative and patient and we'll be rewarded. I don't know this management team wants to pay dividends even if we start spinning cash, I feel like they're the M&A type (imo)
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Even Q4 sales I wouldn't be expecting too much, how big is this...
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