He clearly stated that the earlier guidance remains. So I would not play to much into it. They would need sales of 50M per quarter to get to that number, so I pretty sure the 115M number is the intent. I still believe this is very conservative and 125M probably will be were we settle for the year. That would give SUPG an extra 2.5M in revenues with most of it going towards the 1Q numbers. Let's see what SUPG states tomorrow.
I thought he may of said 150M, but it probably is 115M. You can relisten to it in a few minutes and fast forward to near the end. I like that he stated early "continued growth". He stated advance Dacogen trial AML results this year. The NDC numbers support a strong Aug sales.
It sure sounded to me like Lonnie Moulder did say $150M in Dacogen sales for the year but I�m not sure that�s what he meant to say. I listened to it several times and each time it sounded like $150M. It also sounded like it could NOT have been a distortion of $115M. I couldn�t get the slides this time so I don�t know what the audience saw.
Was he supposed to say $115M but $150M was what he was thinking so that�s what came out? Even better, did he intend to say $150M? That would be very good news.
Either way he was very clear that Dacogen sales continued to increase in August. That would make August sales greater than $12.1M. Dacogen could very well still be on track for $38M or more in third quarter sales even with Pharmion�s efforts to derail Dacogen�s superior sales trends?