RE:RE:RE:RE:antiviral ...Jefnan1 wrote: Any time line for acute news?
It's hard to tell.
It seems there's lots of science on-the-go right now.
Don't have the details - just know they are busy.
Updates are lagging and it seems for good reason - won't know until the give us information.
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For Example ...
Expecting the commercial study for OTENA-acute and that might be a September thing.
By my calculations, I see a $7.2-$9.6 BB peak sales year (out in 2041) and that's if you assume 15-20% market share. Seems kind of low if you are planning for a best-in-class product - but - that alone would be double chronic's peak year sales expectations (due to longer IP coverage).
In reality - what percentage should we get with a safer and non-addictive post-op med?
Is 30% more realistic?
Then we'd be looking at peak sales > $14 BB at peak annual sales.
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Also waiting for a 352 update but I think we're waiting even longer for that now. Likely a Q4 update when we get the IBD update.
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Not sure if there's much of an update coming with the Q1 numbers - not sure what they could discuss unless they can give us a progress report on some of the science that's underway and the plans for Fast-Track/Breakthrough Therapy.
There is no doubt we are heading down the FDA fast-track program route but we need details to really understand.