beeldscherm schreef op 18 oktober 2017 12:30:
...
While the extent and duration of the shortage is unknown, we
would logically expect Ruconest, unencumbered so far by supply constraints, to be a
beneficiary. Similarly, we also understand that CSL’s recently launched SC prophylaxis
product Haegarda is experiencing manufacturing up-scaling issues (also discussed at
the HAEA conference). With the potential upside from these issues likely to impact 4Q,
we have slightly increased our 3Q17 sales estimate to $16.8m (vs $16.1m) but boosted
our 4Q17 forecast to $18.5m (vs $17.3m)
dan denk toch dat ze het 3e en 4e kwa behoorlijk aan het bijstellen komen to the upside..