RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Trogarzo sales rose 53.6% in Jan over Dec"marginal impact at best"
If I was being cynical that could sum up alot of the topics discussed here.
The main issue in my mind is still were does trogarzo fit into a clinician's arsenal of treatment options. Here's the NIH's HIV ART guidelines. It shows the (many) treatment options open to treating experienced HIV+ patients with failing regimens. It was updated 25th Oct 2018. In short Trogarzo still occupies a spot just ahead of experimental drugs. It's discussed in relation to 'salvage therapy' after most other options have been excluded. I think a substantial impact will only come from changing this perception. Maybe that will happen through wider use of the drug, that's the hope I'm sure of many here, but it might be too much to wish for atm.
The other option is accepting the position the drug has atm in the treatment process and maximising that opportunity. This maybe were things like the J-code and iv pump might help (at the margins). I still think we have the multi-year path to peak sales, we have the potential to accelerate patient acquisition at the margins, the stock has growth potential but the 5x EGRIFTA sales, SPCEO's higher scenario pathway's and such like are quite distant hopes. Whether all that represents a good investment opportunity idk but I'm still holding stock on the basis that it is.
https://aidsinfo.nih.gov/guidelines/html/1/adult-and-adolescent-arv/15/virologic-failure jfm1330 wrote: Again, medical personnel is linked by professional secret. Again. I have a nurse coming to my home every month for an IM injection, and none of my neighbors are aware that I have an illness and that she is a nurse. No one talked to me about that. They probably did not notice here coming every month.
Also, IV infusions can be done in a doctor office as long as he has an infusion pump. Also, in an infusion center nobody but the medical personnel involved should know what you are given. What's the difference between that and going to the drugstore to get your ARV oral pills? The people involved there will know you are getting an anti-HIV drug. Sorry, but the confidentiality argument to predict a big rise with HIV push does not make much sense. Marginal impact at best.
SPCEO1 wrote: Keeping everything inside the patient's doctor's office seems to be an issue. The faster speed can't hurt either. I think they may ahve moved on from IM because it would be viewed as a different form of adminsitration and would have led to a whole new cycle of getting reimbursement from the insurers whereas IV Push could be insured under the current insurance authorrizations. But I am not sure about that and TH has never really said anything about it - that info comes from Taimed if I recall correctly.