According to yesterday's SEC-form 8k Takeda recognized nine months net product sales of OMONTYS of appr. $ 34.6m.
This leads to the following OMONTYS revenue model:
Q2: 50,000 (as per CC-Transcript Q2)
Q3: 15,000,000 (as per Q3-results)
Q4: 19,550,000 (estimated)
We have a 30% increase in net product sales quarter-over-quarter despite the fact that Hurricane Sandy put pressure on the market resulting in fewer dialysis procedures over several weeks.
If my calculation is correct OMONTYS is doing very well in capturing market share.
Sentiment: Strong Buy
Starting green today
What do you guys think now?? Stock down over a dollar... What's going on?
Any thoughts on the news?