RE:RE:RE:RE:RE:Evolving businessCADInvestor12 wrote: Fair enough, you're not wrong about how the revenue ramp up will take time. I thought you were referring to initial shipments/ pipeline fill. I have a hunch that Q1 revenue in Brazil will be around $2M, obviously depending on when the import/ export permits are received .. MPL & Teuto should be ready to hit the ground running since this launch is at least 2 quarters behind schedule due to regulatory delays and Brazil is a less saturated market vs other Int'l markets (Germany/ Australia), I'm optimist
Given the total market size is $200M and given, I assume, that addressable market of Medipharm is much less, $2M in one quarter represents far too large of a market share grab. Granted they might ramp up in that first quarter, but subsequent ones I wouldn't expect to be anywhere near the size of the first one. Since we don't know what market segment Medipharm will participate in and how many participants there are there, it's not realistic to presume whether the market is saturated or not.