RE:RE:RE:RE:RE:This is nutsboazklinghorn wrote: Did he also outline a 50% drop in revenue ? I cant recall.
It's generally known J&J was 50% of revenue and revenue coming back is subject to reordering recommencing.
Assuming currency adjusted revenue of $20 million last year with $5.3 million in revenue year-to-date CZO could have an average of $2.35 million in revenue in each of Q3 and Q4 without the return of Aveeno and Neutrogena. Avenanthramide is CZO's most profitable product so gross profit will be hit harder without the return. How could the imminent launch of the beta glucan dry powder impact sales is an unknown. Will there be a stocking campaign with product launch as Symrise builds inventory. How does it impact margins. Does Symrise have customers ready for the launch.