RE:RE:RE:KRC Insights - FQ3 Update I'm a little surprised it has seemingly been zero for so long myself.
The only consolation is that customers should be working off their inventories ( post stocking up during Covid). At some point, those inventories either run out or expire...and so require replenishment.
My sense is the next big catalyst will be QuidelOrtho finally getting their act together on the Savanna
Medium term it's the slow grind up in quarterly profits. Mostly recession proof.
Medium to long it's all about Kinlytic
MM