RE:RE:RE:SalesOr maybe patients stay longer on F4 due to ease of use.
CEO mentioned few times patients avoid clinics due to pandemic, Trogarzo has good compliance but it has to be infused at clinics so my take is the growth could be from increased sales of the Egrifta.
Spartrap wrote: Well if you remember, management guided that Egrifta sales last quarter were meaningfully impacted by the fact that pharmacists returned their stock of the old formulation en masse (so those had to be reimbursed). They also guided that they expected pharmacists to *stock* the new formulation during 4th quarter with the opposite effect. I don't like to be the cynical guy, but just that could conceivably account for most of the improvements..
qwerty22 wrote: So Egrifta sales have suffered since the switch to F4/pandemic. This Q's number could largely be accounted for if sales of that drug have recovered to historical norms with some small growth in Trogarzo. Yep the breakdown matters.
jeffm34 wrote: Sales last quarter were 14.0M. This quarter improved by 35%. That's huge! Will be interesting to see the breakdown of sales.