RE:RE:Q2 ResultsThere is very little unknown or exciting in these results.
In fact nothing...............
I see nothing in these results that i would expect to move the needle at all in regular times.
VTM news was known.
QAPS growth not overly exciting yet.
Antigen sales a negative, although they telegraphed that very well.
Same old sentence on Kinlytic, certainly nothing new.
So.........I expect as in rest of the market we trend down until something material changes.
Once again we all know what those catalysts are and like most of you, i hold everything in the belief that this will happen.
Todays news was neither disappointing or exciting. It was just about what we all expected.
I would be concerned if the QAPS and Antigen business do not improve significantly over the second half of the year. Specifically the holy grail of Q4. But we know how much money they are spending and why so we wait....................
Like everyone, I find the whole market is hard to watch at the moment