sp and cash, page-38

If we compare figures with ACL's announcement in Feb,

IMS total market $ share in Feb = 18%
IMS total market $ share in May = 22% (ie sales increase of at least 20% (4/18) not allowing for increase in total market)

Retail $ market share in Feb = 30%
Retail $ market share in May = "nearly about 50%"

We don't know how much prescription volume has increased.

There seems to be a conflict between the retail % of total market from DRR compared to what was indicated by PS 3 mths ago, but that might be lost in translation.

I'd imagine if sales were $1.4M/week in Feb, current figure would be $1.7-$2.0M/week, which is probably up around $25-30M annualised for ACL (assuming profit = 60% of sales)

And I take it that there are now no capacity constraints.

It all sounds positive.