Winstgevend schreef op 8 november 2018 15:14:
Shire - het gaat niet helemaal lekker daar,
en zwijgt over tekorten en verkoop cijfers.
Transcript: earnings november 1st 2018
HAE product sales grew 23%, including the initial launch stocking for TAKHZYRO. CINRYZE grew significantly year-over-year because of our suppliers' manufacturing problems that limited sales in the year ago period.
In last quarter's earnings call, I told you that both FIRAZYR and CINRYZE had significant stocking that would likely impact Q3 sales.
In Q3, we did see the expected destocking for FIRAZYR, but not yet for CINRYZE. Accordingly, we would expect Q4 CINRYZE sales to be impacted by destocking.
And then we have the whole international market, which we were not able to supply with CINRYZE given supply constraints.
So now that will open a total new set of market to us, hence the importance of all these fast regulatory approvals.
So when we acquired Dyax, we were bullish about TAKHZYRO and that has not subsided, actually the opposite since that day.
So we look forward to updating you.
We don't give specific numbers on how many treated, how many on our Quick Start Program.