dough, VG. HB confirmed that the Q1 Eu revenue (whatever it is finalized to be, currently $3M), was for fully dispensed drug. I presume recurring revenue there.
The wildcard is the price to be set, which HB says will be at year end. I'm presuming fairly strong demand, though at nowhere near the $115,000 US prices.
If,as someone posted, that the price will be at a 10% premium to the 2nd lines (1st line for some in EU), one would think then there is virtually no impediment preventing Eu docs to go with the best med at the first sign of any refractory measure.
