Just listened to the cc..... we have a winner in JIm Daly..... "Ended 2012 with very solid momentum". This guy is a real sales guy....very positive.... I stand by my prediction of $50 million in Jakafi sales in 4th quarter of 2012.. They will also be giving guidance for 2013...looking for $300 million including Jakavi sales in Europe. Any naysayers should listen to his presentation. Just bought 500 more shares....this price is a GIFT!
The new bit was narrowing the anticipated revenues to the upper part of the range. That's worth something. But I think the patient photo may have been the real catalyst. That belly can't all have been spleen, but it was clearly all disease. And notice his ribs before and after.
I like the way those survival curves are developing, but management had better have good lawyers. Some of their statements are coming close to using analyst meetings as venues for beyond-the-label promotion. If there are any physicians participating here, I'm curious how the survival benefit is handled in sales calls (I might be passing out tablet computers with the browser home page set to a meeting poster with one of those graphs prominent)