Uceris, patent exp 2020, SNTS looking for maintenance indication for Microscopic UC which impacts 300-350K patients with a potential of $100-300M. SNTS will submit a clinical model for this indication with the FDA by 2qt 2014. Indication of uceris for peds UC is also in the works with 50K ped patients and $25-30M potential.
Unique SNTS sales force with utilizing the dual mirror territory with two separate reps targeting the same physicians which have yielded high success with increasing calls that change the prescribing behavior of the physician most effectively. SNTS reps call over 10,000 PCP, 7,500 GI and 2,500 Endocrine specialists.
Ruconest, BLA 4/13 and PFUDA 4/14 with early advisory FDA meeting 1/14 or 2/14. Treatment of acute HAE, $75-100M. Niche of Ruconest: safe, pure product that is low cost with unlimited supplies, no thromboembolic concerns. Ruconest delivers 50U/KG which replaces the proteins of the patient and protects from breakthrough attacks of HAE. The competitors are at 13U/KG and 20U/KG. Indication of prox HAE talks with the FDA in the 4th qt and seeking P3 next year.
SAN300, P2 in the 4th qt for RA. Will seek partnership with this.
On 8/6, increased guidance of $355- 360M and 1.21-1.26 pps. $143M cash as of June 2013. Seeing growth with all products but seeing a slight dip in Uceris.
Top two priorities of SNTS: 1) Fill the rev gap of 2016 when G & Z expires with new products and additional product acq. 2) Will look to improve tax issues with SNTS being in the 38-42% tax range.
SNTS is doing well and going much higher. Dom Times
No disastrous news? Funny, from all the negative post showing up on this board for the past several days, one would have concluded we would be hearing an awful presentation. Instead, we heard reassuring comments that business was continuing on track. So let me see...oh now I see, those posts were all bull&#%@!!!!!