RE:Forget label expansionNo sound problem on my end.
Anyway, I was a little disappointed that they did not discuss label expansion. Apparently, they have not even talked to the FDA yet! They are devising this with the help of consultants.
Perhaps we can get a breakthrough or orphan designation here?
Short term revenue is Trogarzo but analysts should still start to model the potential of Egrifta based on a positive Phase 3 trial. Can they really just ignore it?
The 2 analysts on the call were duds.
bfw
jfm1330 wrote: We did not learn much today, except that nobody talked about label expansion based on Grinspoon's results. So we are in for at least three years until study results, plus the time FDA will take to give a decision. So short term growth will come from Trogarzo. On top of it there was sound problems during the call.