Whether you characterize the problem as cash flow, reimbursement risk, cash density, or some other creative appellation, the salient point appears to be that the end-user demand for Provenge is less than many people thought until yesterday.
??? Cash flow and risk of reimbursement are unquestionably very very different than end-user demand (end user being patient). E.g. quite possible to have a line of patients out the door but doc's not willing to treat for cash flow or risk reasons. And the solutions are very different.
That said, without more data it is impossible to disentangle the root cause - all risk issue, all cash flow, or all end-user demand? Probably some of each, but the ratio is the all important piece of missing data.
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