Eric Coldwell
Eric Coldwell
invested investor pulled space understand
If an investor pulled out of the space because of this, they don't understand what they are invested in.
line
Everything was in line or a little better than we thought.
cardinal focused
Our sense is that Cardinal is really focused on getting back to the basics,
believe beneficial bit blood bring cardinal executive longer management moves timing view
While executive management transitions bring new risks, and timing of the announcement is a bit surprising, we view the injection of new management blood favorably and believe the moves will be beneficial to Cardinal longer term.
good revenue
This was good profitability on very good revenue growth.
community happy investment looks specific
They may not have been specific on the numbers, but it looks like the investment community is happy with it,
clinical focus forward growth higher key level managing operations
They need to focus on getting their clinical CRO operations to a higher level as they have increasingly relied on lab-based business. The key going forward is managing their growth and their infrastructure.
came constant high raised talking
If we were talking constant dollar, which is all we should be talking about, they came in at the high end of their raised guidance.