RE:David just threw us an 87 mph fastball down the middle...I'll try a little harder to make things easier for you, as always.
So Fresenius signed a deai with EDT for European rights but what does that have to do with America/Canada, 2 and 1/2 no, wait, 3 and 1/2 years ago? Maybe you know how much revenue has come from that deal! They have a sales force in the States/Canada?! But are they up to speed on this new, old product (or is it old, new product)?
Isn't there something about lead time (Longer lead times often results in inefficiencies and wastage of resources,).
I'm sure they have it figured out! Maybe this just fell into their laps and are scrambling at such tremendous news, OR, maybe they already knew this was going to happen and have been working behind the scenes!!
Hmmm, I wonder!