$NEOS In the CC Q3 BMO analyst asks how there is a low single digit % decrease in RX yet Revenue increase. Eisenstadt explains they don’t book off RX but rather of what is sold into the distribution chain. He explains you need to divide revenue/rev PP to get units sold. I attempted to do that here like he did comparing Q3 19 to Q3 18. They don’t recognize revenue on RX it’s important but not the optimal # to use when estimating. But it’s all BMO or anyone has. Am I completely off base?
  • 3