anonymous
Guest
anonymous
Guest
You are disregarding the fact that apligraft can also treat dlu and vlu. The plan was to ramp up aplgiraft and spend a few millions for reeducation purposes if the decision stands. As mentioned above, it will not completely offset the revenue loss but 50% of something is still better than 100% of nothing. The 50m was an estimate to adjust the internal forecast but it was not made clear if this included the increased revenue from aplgiraft. These were the assumptions when I was still at Oragno. Regarding the margin, this was directly from AX though I agree it's heavily skewed toward apligraft. This is because some of cost accounts hit apligraft directly instead of being allocated to other products.