RE:RE:RE:RE:Taimed up.On April 30th 2018 TH announced that Trogarzo "is now available in the US"
The contract between TH and Taimed states that they will work with an estimated Nett Selling Price (NSP) to begin with then after a redacted period they will review the actual selling price data for the period and adjust as necessary. The difference between estimated and actual will then be invoiced.
End of Oct is six months on from that April 30th announcement. It seems fair to think this was the redacted time period. Rather than TH helping out Taimed with some goofy invoicing it could very easily be that all this is what might be expected from the contract.
Dont we just need to get the total sales for the first six months and calculate the difference between estimated and actual Nett selling price to see what proportion of Oct invoice accounts for this? Then what remains (minus the new increase in NSP) we get an idea of monthly increase in sales from new prescriptions based on the Oct number?
SPCEO are you absolutely certain that TH ordered 'extra' stock? Isnt the strong number this month just boosted by invoicing for the difference between estimated and actual NSP for the drug sold in the first six months?
I think its reasonable to think there will be a little disruption to getting new patients over the holiday season(s) days (not the cold weather though that is a bit wonky). Patients are on failing/failed regimens, they need to get viral load testing, resistance testing and then a full new regimen (including Trogarzo) implemented. I can see that process getting a little disrupted over Thanksgiving and Christmas, appointments not being scheduled etc. Maybe not enough to seriously impact numbers for the whole winter period but some disruption
Last question. What exactly was the bad news that Taimed will get hit for? The monthly sales seem like a good number. Is it the flat sales prediction for the winter season?
(btw if anybody wants to read the contract its on SEDAR dated 28th March 2016)