RE:RE:RE:RE:RE:RE:RE:Taimed agmJamesJack wrote: Some information at agm:
1. The net sales could expect to be higher to 75% than original expectation, 70% of the price. Because the patients ratio from Medicare is higher than expected.
2. The conservative target patients in 2020 is 15000, including USA and Europe.If Taimed would produce Trogarzo by herself, the production capacity is only for 10000 patients. Taimed has to find other OEM site.
3. IM label extension study plan submitted on May 6, and already got reply from FDA. FDA only requests PK study for 20 samples 12 weeks data.
4. The resistant rate of 355 is about 8%, the rate is low. Thus, Taimed expectes once Trogarzo reach peak sales, the sales would not decrease like other drugs. The sales will keep at a high level.
5. The sales trend of Trogarzo would like the letter reverse “L”.
6. TH is Taimed’s good partner, Taimed will not sell the stock of TH in the long run. Till today, Taimed owns the stocks of TH about 2.3M shares, once TH’s SP up CAD$1, it would contribute Taimed NTD 50M, which means EPS $0.5.