Anyone wish to take a stab at summarizing the conference call (I cannot listen at work... will do my homework later)? Curious as to why our robust AH/post-release pricing is slipping a bit... Thoughts?
Nothing that we did not know excepting that Vertex's estimated revenues from Incivek will come much lower than I assumed. They predict sales for Incivek of $1.5-1.7B in 2012, that reflects about $400/quarter. Months ago, most expectations were in the range of $2-$2.5B sales for Incivek, so that's a BIG difference.
It was stated at the conference call that Vertex expects significant revenues from Incivo royalties in europe and sales of Kaydeco. They may still make the $2-$2.5 revenue figure when these revenue sources are combined with Incivek sales.