I guess I would say they better beat. If they don't, we have a problem.
Here are some numbers for perspective:
| Q2 | Q3 | Q4 | Q1 | Q2 | Q3 | Q4 |
Revs | 6300000 | 45800000 | 64500000 | 71100000 | 96900000 | 111300000 | 127000000 |
Rx | 889 | 6,462 | 9,100 | 12,500 | 16,700 | 19,400 | 22,116 |
Rx Growth | | 5,573 | 2,638 | 3,400 | 4,200 | 2,700 | 2,716 |
Rx Growth Rate | | 627% | 41% | 37% | 34% | 16% | 14% |
Ave Rev/Rx | | | $ 7,088 | $ 5,688 | $ 5,802 | $ 5,737 | $ 5,743 |
Assuming $127m in rev (TD only) and the average rev/Rx over the past three quarters, they would need to add 2,716 Rx in Q4. That's about what they added in Q3 and would indicate a 14% growth rate, which would be down from 16%.