Hi Wolf (Sir Postalot),
"Bottom line for me is that Dimethaid is signalling that something in the neighbourhood of 4 million units a year is already not enough for the foreseeable future."
I agree with you that the current signals from Dimethaid do allow for some more solid forecasting assumptions. Your reasoning for the above statement makes perfect sense to me.
Frankly, it's terribly exciting.
I think we can all remember that shortly after the Health Canada fiasco, Peter let it be known that they were beginning "full production" at the plant. We were all nervous at the time, and hoped to hell that they were right in their assumption of UK final approval within a short while. Getting approval was absolutely critical given the increased burn rate from production. Well, they delivered, and it was evident that they made the statement about entering "full production" because they KNEW UK final approval was in the bag.
Now, we have Rebecca stating that "full production," as we had it, is no longer enough for "world demand." My guess is that she knows that other things, that would warrant these increases in production, are "in the bag," also.
joe
ps. Wolf, thanks for laying out the numbers as you have. Always appreciate it. |