Hi All, still no position. Congrats to longs on new highs. Here is a note from Craig-Hallum from 2/12 so a little old but puts target on revenues for soon to be released quarter.
KRMD* – CSL Behring reported Hizentra sales up 37% y/y. Alex Nowak reminds investors that Hizentra patients make up a large majority of KRMD's pump sales today, giving Alex confidence of upside into Q4 (2/25). CSL also announced it has enrolled a phase 3 trial for Hizentra in dermatomyositis; Alex notes the trial represents an indication expansion for Hizentra (today only approved for PIDD & CIDP) and KRMD is likely the delivery device for the trial. His prior work with script data suggests Q4 sales of $6.0-6.3M (Street: $5.6M); Hizentra +37% y/y gives him confidence in those numbers. Alex rates KRMD shares a Buy. 1
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