JAV
So the moment of reckoning is approaching rapidly. If all is on track the UK approval should be coming within the next week or so, followed shortly thereafter by approval in Germany.
Was running the numbers using some data I acquired from a friend in the pharma industry, and I'm getting potential peak sales in Europe of $70 million, which (remarkably) isn't too far off of the $75 million that JAV's management predicts. Depending on penetration assumptions into the opioid market, the range I got was $65 million to $125 million.
Also spoke with some colleagues in the UK who think that uptake will be pretty quick, primarily because of a pretty huge convenience/throughput advantage.
