they are expecting a “growth” quarter as they have stocked up on materials hence why there spending was higher this quarter, are they expecting high sales coming up? they have ensured they are ready.
This quarter will really interesting to see - these levels are insane. Just need to make sure they can turn the word “mitigated” to “resolved” for abiomed and they are back flying.
Time will tell
SE1 chart, page-674
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