They have been pretty open about what we can expect for the half year - currency issues plus a delay could mean that growth will be flat.
However for the 2nd half the Japanese order will amount to a restocking of depleted inventory so should be significant.
Plus we know that the revised CDC guidelines have been approved and are awaiting publication, sometime around the new year. What will be critical to sales in the US is that the revised guidelines state that for certain groups QFT is preferred over the skin test.
So in balance what we know is good.
CST Price at posting:
$3.25 Sentiment: None Disclosure: Not Held