PNV 3.98% $2.09 polynovo limited

Not ready to throw out the bathwater yet. From my loose US sales...

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    Not ready to throw out the bathwater yet.
    From my loose US sales model we were above trend by 8.5% in first half and missed by 11% in second half, so lumpiness still there.

    Thoughts for US sales in 1H24
    >32mil - insert rocket ship here
    >30mil - excellent
    28-29mil - OK
    <27mil - below par
    <25mil - ROW sales better be really, really good

    DW did make a comment in Q time that July was above budget if that eases your nerves as bit.
 
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