I think it highly likely that the infusion arm, under previous management, was neglected for some time. Viewed as the red headed step child in the shadows of adapt and immunotherapies side.
Which is funny, because it's a concrete business that was bringing in solid returns.
It remains to be seen if it continues a solid growth trajectory. I've always advocated for the infusion business. Don't care where the money comes from as long as it comes.
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