When did he say this and over what period is he referring? The overall guidance is for 30-35% revenue growth He did say there is a roughly 5% price increase for all versions of Egrifta. I guess what's important is not so much the gnumber he mentions just for SV because that could just be all switching so no real growth. It would be the organic net growth that would be helpful to understand. We know eventually 100% will be switched because they said they are keeping the same price for payers so it can just be updated and switched over seamlessly in time. But I want to know the net new SV units, not just the gross units. That will indicate the new easy formula and launch are having a positive effect. Perhaps there will be enough data by the April/May meetings.
canadapiet wrote:???
Mr. T. said SV sales were up 40% .....!!!!
SPCEO1 - (2/28/2020 9:30:52 AM) Weekly Sales Update
Trogarzo rose from last weeks level to a good level. Egrifta sales fell slightly as did SV sales. I am thinking that Bloomberg is really not capturing all Egrifta SV sales as overall sales remain at a low level and it does not make much sense that a better version of the drug would lead to lower sales unless the reimbursement issues are priving more difficult that one would think.