The CFO discussed these numbers. Based ion them, I can tell you exactly what the 1Q numbers will be. Revenues will come in at $22.8M.
Dacogen should still grow in the EU and trigger a $5M milestone at least next year. They also mention that Japan is still in the cards and that would be a 10 year market exclusivity. This is the first time that they have actually discussed Japan. Milestones for Japan are in the range of $17M.
Hopefully Eisai has plans to go forward there. they definitely have the connections.
There is no pediatrics patent extension. I believe we see the low $2's again. I did sell some at $3.30 range. So I'll wait to see how the street.
My best guess at impact of generic:
The USA will still have nearly $175M in dacogen sales, I figure EU with $60M.