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Re: dcaf7 post# 3227

Thursday, 04/06/2023 10:31:52 AM

Thursday, April 06, 2023 10:31:52 AM

Post# of 3283
Greetings! @dcaf7: thanks for pointing out these slides! Not sure how long Michael Grabow has been with Spectrum as CBO, but he's from Amgen too. I hope all this Amgen experience will pay off for R. sales! Seeing the structural comparison of drugs really drives home the point visually that R. is a unique drug, quite different from Neulasta. Their best prospects for sales are Clinic and 340-B hospitals and according to their slide that is 70% of the market, which they are focusing on. Will be interesting to see next month in quarterly earnings report how Q1 went without a permanent J code. We'll have to wait until August to see how permanent J code affects sales for Q2. Wonder what they're planning for Pozi. I figure they're trying to find a buyer and keep most important studies going until then.