anonymous
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anonymous
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“Our operating results continued to be negatively impacted by the effects of COVID-19 and its limitations to our access to healthcare providers during the third quarter,” said Alan H. Auerbach, Chairman, Chief Executive Officer and President of Puma.
So, this is what Alan published in the earnings announcement. I wonder if he really believes this...I guess Jeff convinced him that access is the issue. Access certainly isn't hurting TUKYSA...quarter-over-quarter growth, same quarter year-over-year growth.
Our Q3 '21 net revenue is the lowest it's been since Q1 '18.
Access in 2020 was horrendous, worse than 2021. And we're saying that COVID-caused access was problematic in Q3?!? Our Q2 earnings announcement was all upbeat, no mentions of access issues. But Q1 announcement stated access difficulties.
Seems like inventory gets stuffed at distributors in Q4 and Q2, and then Q1 and Q3 inventory draw down happens, and we blame it on access. Sounds dirty to me.
So, this is what Alan published in the earnings announcement. I wonder if he really believes this...I guess Jeff convinced him that access is the issue. Access certainly isn't hurting TUKYSA...quarter-over-quarter growth, same quarter year-over-year growth.
Our Q3 '21 net revenue is the lowest it's been since Q1 '18.
Access in 2020 was horrendous, worse than 2021. And we're saying that COVID-caused access was problematic in Q3?!? Our Q2 earnings announcement was all upbeat, no mentions of access issues. But Q1 announcement stated access difficulties.
Seems like inventory gets stuffed at distributors in Q4 and Q2, and then Q1 and Q3 inventory draw down happens, and we blame it on access. Sounds dirty to me.