F&P Healthcare (FPH): January Revenue Proxy – Seasonally Weak(Er)
Consistent with historical seasonality, January 2023 respiratory export data has fallen sharply versus December 2022; Key takeaways are (1) China respiratory exports remained elevated but saw a sharp decline from December 2022, and (2) North America exports were softer than typical seasonality suggests, which likely reflects the unwind of inventory following the abnormally strong flu/RSV season
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Forsyth Barr
New Zealand Professional Investment Services Firm
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