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Re: ConstitutionNow post# 11228

Thursday, 05/03/2018 10:10:35 PM

Thursday, May 03, 2018 10:10:35 PM

Post# of 12137
You just said that because I predicted you’d be disappointed again! Haha. Maybe I lowered your expectations enough. I was pleasantly surprised with the numbers this quarter. I was expecting about 10% growth quarter over quarter growth and it was double that. I was estimating 16 new trials added, but instead there was 22! I was also estimating only about 200k again for commercial revenues and I think it was higher. Gilead has been impressive. Novartis even had a couple month head start; in the middle of January, Novartis had 19 medical centers open for Kymriah and Gilead had 14 for Yescarta. By the end of the quarter, Novartis only added 17 to reach 36, while Gilead added 26 and was up to 40. I think Novartis may catch up a little this next quarter now that Kymriah’s label was expanded.

I haven’t listened to the conference call yet, but I’m interested to hear why you’re not complaining again.
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