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RVNC 'annecdata'
Had a minute to talk to my Neuro about Daxi. Not a lot to read into it other than the CD launch may be slower than most are anticipating, even some expecting a slow launch.
He is part of a large Neuro group. Everyone injects BoTN, including the PA's. He has treated with Botox for a long time, participated as an investigator in migraine trials leading to approval in that indication, and trains injectors on a regular basis. He has quite a few CD patients. This group does research studies. RVNC had a trial site in the metro but this group did not participate.
Name awareness of Daxi = none
Awarness of a new BoTN for CD = none
Awarness of duration profile = none
Additional comments:
First priority is if something is working for a patient, don't change it.
He does use BoTN other than Botox if that patient needs it but he is averse to using different unit amounts and so on.
While he did not have specific Daxi duration info (not my place to do that) his comments in general on increased durability showed indifference. It isn't clear if a 2x difference would change anything but the hypothetical he assumed wouldn't change his practice.
As far as speculating on him being a 'Botox man' or anything similar, my advice is don't. There is nothing to read into anything beyond what I wrote. This doctor and this group is patient first, that is why I use them. They are top-notch.
Best of luck.
There is barely any open interest and more of it is on the call side. Congrats on your success thus far!
Not what I said, but like you said there is no reason to fight about it. [eos]
Kind of surprised that no one has commented on PFE reduced Covid related sales.
https://www.cnbc.com/2023/08/01/pfizer-pfe-q2-earnings-report-2023.html
There is this from 2021, lol. ABBV-744 as a potential inhibitor of SARS-CoV-2 main protease enzyme against COVID-19
Just a fast google search. I'm not going to wade through clinicaltrials.gov, someone else can.
https://www.nature.com/articles/s41598-020-79918-3
It looks like old news. Collaboration started last year and papers published. I have not looked at details.
https://pubmed.ncbi.nlm.nih.gov/36537346/
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC9764278/
https://www.prnewswire.com/news-releases/abbvie-and-scripps-research-announce-collaboration-to-develop-antiviral-treatments-for-covid-19-301502525.html
A reminder that it takes more than "data" to have a successful drug. Although lack of data on NDD was a culprit here.
IIRC the China price for Roxa was low and dropping. One contributing factor.
Understandable to pull out under those circumstances. Was there any language on why the opinion was limited to DD?
Also see the note they will not be filing in other markets...
Haven't kept up with Roxa sales in the EU (or anywhere else) but it seems they were slower than astellas was looking for.
Additional from Evaluate Vantage
https://www.evaluate.com/vantage/articles/news/corporate-strategy-snippets/gsk-admits-anaemia-defeat
Unlikely to be in the final bill? Interesting tho...
Go to https://investorshub.advfn.com/boards/filters.aspx and check your settings. There is a separate setting for ignoring replies that can be turned on or off.
The like button can be done away with.
But if you keep it please retain the ability to see who did the 'liking.'
No problem.
Part of my comment was actually misdirected, case of mistaken identity, apologies. But your point about the sales force is correct in that it is a different market that needs to be built up. A bear point.
Pfizer also clarified
Meg Tirrell
@megtirrell
·
1h
Pfizer also clarified that the company as a whole supplies 8% of all sterile injectables used by US hospitals, and the Rocky Mount plant accounts for a quarter of that (so 2%, by my math). Deleted previous tweet for inaccuracy (below for reference)
Looks like BAX caught a bid off of this (sad) news.
A common allele of HLA is associated with asymptomatic SARS-CoV-2 infection
h/t Stat News article
https://www.nature.com/articles/s41586-023-06331-x
Ramps can definitely be finicky.
30 is better than 20, I agree. But 30 is what I would describe as the minimum for a good launch at this stage IMHO. Just on very oversimplified math, the 11 million sold in Q4 are due for a boost and the 15.4 sold in Q1 with limited access should be replicable in Q2 with new open commercial sales. That's 26.4 million in what should be a favorable Q (Q2/Q4), so rounding down to 25 million and still coming up short doesn't look good no matter what the reason is.
The target for sales should be 30-40 million whether they get there or not. 20 should be punished by the market, and would be. 40 would be nicely rewarded. Just my opinion.
The market often punishes launches.
I think there is good support around 20 if it gets that far.