You need to learn a little accounting. SVNT cannot book sales until the infusion takes place. In essence, they will book revenue to the different centers and then do an inventory at the end of each month, to determine their sales revenue to book. Beginning inventory plus shipments less ending inventory equals sales revenue. It is not an exact science but it should be fairly accurate. That way the company should not be stuffing the channel. In addition, they will make accruals for discounts given/expected against the listed sales price in comparison to what they actually expect to receive for the infusion.
The number may not be that important. But the John Johnson will debut his first show. That is important. If he does not have a vision / does not communicate his vision well, the share price will suffer.