RedHill Biopharma Ltd (RDHL)

[Spideyboy]

Regarding the seekingalpha article stated, now that the management of covid and covid patients is relatively under control for the most part in the US, one might expect that urea breath tests will be easier to execute, thus with ensuing higher sales of Talicia over the coming quarterly reports.

It was accurate for the article to state that the high (25%) percentage quarter over quarter increase in Talicia sales seen in the last earnings was due to starting from a relatively low baseline. But 25% is still a significant increase by anyone standards. As more and more physicians get used to the product and talking about it with other physicians, and of course having a satisfactory experience with the drug, then sales should keep seeing an increase in the current environment.

H.Pylori peptic ulceration is very common and a very commonly treated disease.

Talicia is hands-down the best product on the market to treat this disease. I can't see why sales shouldn't keep seeing constant increases for a good while to come.

As far as the Covid programs, both opagnib and upamostat appear to be highly efficacious and non-variant specific. I do believe that have a place in the covid treatment algorithm though I am curious to understand where they stand on all the regulatory requirements. I don't see any plans to do further Phase 3 studies so far, but they are coming out with consistent new and positive information with regards these assets.

They have a number of compelling late stage other products and I don't find them to be a financially wasteful company, and appear well able to take on the marketing of a product as evidenced by the increase in Movantik Rx since they took over the product.

Looking for consistently improving sales through the quarter and quite significant increases at that.