"We'd hope MYX with Nextstellis is different - we are just talking about "cycles". Regardless of which way they are reported - the growth rates are similar and unfortunately the last few months have been flat. Reporting type is semantics as the market is wanting revenue growth for a product that has cost Hundreds and Hundreds and Hundreds of $millions."
The definition of semantics is "meaning the same thing", clearly IQVIA cycles (as presented in May) are 23% lower on average than demand cycles (as presented in Feb), so not the same thing and not semantics. I am sure Mithra would not have been happy to be paid licence fees based on IQVIA cycles which are 23% lower. So cycles ain't cycles. As far as cycles growth rates, this year's growth average is 4.6%, not great but not flat and I agree that the market wants to see revenue growth but no figures have been made available but I am sure that if demand cycles had been presented instead of IQVIA cycles, the market might be factoring in revenue growth of a different kind.
MYX Price at posting:
$6.34 Sentiment: Hold Disclosure: Held
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