Spectrum Pharmaceutecals Inc (SPPI)

[antihama]

Rolontis CC Grade - Met Expectations


It didn't exceed expectations nor was it below expectations, it met expectations. It almost exceeded expectations when Dr Schwartzberg was talking about 84% of pts receiving Rolontis did not have Severe Neutropenia compared to 76% for Neulasta and this was Statistically Significant for Superiority but then later on they clarified that won't be on the label so it went back to Met Expectations for me. And hearing that the Recover trial met its primary endpoint is something we expected so that Met Expectations too.

It was somewhat of a surprise having Dr Vacirca there; he's the one who discussed P2 data 5 yrs ago at Analysts Day. And he had glowing remarks for the Sales team and how the team is good in figuring out a way for anyone who needs the drug to be able to get it.

I was hoping we'd hear that the timeline for BLA submission was moved up but nada, it's still the 4th Q so that Met Expectations too.

At the end of the day, Rolontis will be a money maker, be it 200M or 2B. OK, I'm only kidding regarding 2B but you get the point, it's going to bring in some significant cash into SPPIs coffer.