Product Pipeline ...Looking at the Product Pipeline PDF, there was one detail I forgot to mention ...
In the "partnering" column, some products are identified as "OWN." So we know we own them outright - at lease in certain geographies. That's where limited information comes our way.
In the above mentioned PDF, we own 10 of these such drugs on the list.
In addition to the present geographies where the products are preparing to launch, maybe some of these could also launch in other geographies in the future - we just don't know those details - if there are additional details to follow.
For example, we know we are launching KARFIB in Argentina at this time and we know we own the rights. What we don't know from looking at this PDF is ... could we prepare that drug for launch in Brazil, Columbi, Mexico or other LATAM geographies in the future. Just something to keep in mind going forward.
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also ...
I spoke with Samira recently and I asked about what "beefing up disclosure" might mean.
It seems to be related to forecasting ... providing additional colour for the future on sales numbers. She indicated that Knight would need some external assistance in order to make that kind of information available - but - they are working towards improved disclosure.
For what it's worth - hope that helps.
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Heading in the right direction - things seem to be coming together nicely (for my liking).
I think it is safe to say we are picking up speed and showing signs of growth. Let's see if they can create some momentum over the next few quarters by stringing some quarterly growth together. That's really where we're at now ... finally ! And we can't forget about efficency gain over the next two quarters - we are still expecting that as well.