RE:RE:RE:RE:RE:RE:SalesI wouldn't be surprised to see the european market quickly overtake the US market. There's no cult of the oral pill around here. Doctors actually tend to prefer IV drugs for serious diseases because it allows a strict control of patient adherence. Maybe not so much for HIV because it's a life long treatment, so convenience is an important factor, but I mean the barrier to acceptance is much lower I think.
SPCEO1 wrote: No, both drugs seemed to be weaker, but particularly Egrifta. But we know that data can be misleading. What will be interesting to see are European sales. Did TH Q4 sales benefit from filling the inventory channel in Germany? That seems unlikely given the high price of Trogarzo and Covid, but it could be a factor that boosted sales on a one-time basis. Of course, they will be doing the same distribution chain filling in all the European countries they open up in this year, so if it was a factor, it may be seen every quarter in 2021 depending on when those countries get started.
Jack1016 wrote: SPCEO1, did you see significant growth of Trogarzo and Egrifta sales data in last quarter's Bloomberg report? Thanks.