DisappointingNumbers do not suggest a real business. Their channels suck and there is a Canadian implosion that won't recover.
But worst of all for me, is that Pidduck decided to dodge the tough discussion and not take any ownership of the regression. Was he sitting in his corner suite all day just believing that all things were tickedy boo because Strachan told him so? I held him and Hunter is very high regard, but dodging the call is a kitty move.
Germany is supposed to have a multi-hundred million dollar med market in 2024 alone and the best Medipharm can do with their powerhouse partner is a couple hundred k, Canadian no less. No Brazil, no Drob pull through, no Epidiolex update, nothing.
Heck, at least if SG&A went up because you bought a sales army, I could buy into that. But nothing.