Talicia sales up another 13% Q/Q. Would like to see faster uptake, but these are still relatively early days of promotion. Meanwhile insurance coverage continues to expand with unrestricted and preferred status.
At Q1 sales of 6,602 new prescription x cost of approx low end cost of 700usd = just over 4.5 million revenue from Talicia in Q1. And based on Micha's comments sales appear to be showing better for Q2 quarter. So hoping from at least 30-35 million in its first real year of sales and promotion with US Covid situation having improved and past the acute stage as Fauci stated in end-April.
Insurance coverage apparently highest compared to other H.Pylori brands. I would be curious if this just refers to Branded, or also included generics of other Branded. But not a huge matter at the moment.
Good that the on the call the analyst brought up about the newly approved H.Pylori treatment. But Talicia still hands-down the best H.Pylori product, efficacy and convenience of administration. The new vonoprazan treatments continuing to follow the highly inconvenient triple and dual pack forms, compared to Talicia one pill type, and Talicia efficacy at 84% eradication in the ITT pop, and up to 90% eradication in the PK pop, compared to vonoprazan at 84.7% for triple and 78.5% for dual pack. While in clinical studies dual and triple pack might perform will. In the real world their inconvenient form lowers their efficacy significantly.
Vonoprazan dosage & administration: - For the vonoprazan Dual pack: Vonoprazan 20 mg twice daily (BID) + amoxicillin 1 g. Three times daily, for 14 days.
Note that where vonoprazan showed the 84.7% eradication in the triple pack, this refers to the regimen that included taking clarithromycin, which is the major contributor to H.Pylori treatment resistance we see today, which is why the FDA and WHO put H.Pylori on their high priority lists for seeking new treatments. Talicia doesn't have this issue as it uses rifabutin instead, and in a dosage form that can't be copied with generic substitute.
Meanwhile as was mentioned the more noise in the H.pylori market the better.
Movantik:
Having improved in sales in general, Movantik seems to have had "on-par" sales with Q4/2021, but it should keep having growth based on the pamora class Rx growing rapidly and with Movantik already having 9 of 10 lives covered by insurance and currently taking 74% market share in the Pamora class, as the class grows so should Movantik sales.
Opaganib & Upamostat:
Good to see that Opaganib, is looking to go into it's expected confirmatory study and going ahead without too much RedHill funding. Also just nice to see Opagnib activity as a broader anti-viral agent.
Good to see, Upamostat is apparently expected to be included in Covid platform studies that will be carried out without financial expense to RedHill.
Overall cash usage going down with revenues look to go up.
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