It will be interesting to see. $ARX posted softer receipts in their final Q, and Integra posted 2.6% pcp growth for Q3 in their tissue segment. So I am looking to $PNV’s number for Q3 (which I hope they give) to see how they are tracking in the US from a competitive perspective. If they can sustain significantly stronger growth in the US, which is where the competition are focusing their efforts, then that would bode well for the long term (i.e., thesis supporting).
I’d also hope for an update to see if sales have started in India, as they were still getting set up at the 1H report.
SP action in the last couple of months since DW funded his house purchase has been awful. But other than that, there has been no news, which I guess the market has taken as bad news.
I’m glad they did the halt to ensure no leaky ship syndrome!