We will see. I still think at it would be far better for AEGR if they delay this review until next month so the reviewers will have all the negative data on how ineffective Kynamro is. Makes Juxtapid a compelling choice.
Extremely unlikely that it will get shot down given the efficacy and safety record of Juxtapid, but it is still possible. That would have a severe dampening affect on the stock as it would reduce substantially the potential patient population.
Still, without the EU at all, we are looking at 3,000 patients in the U.S. and at $300K/patient per year, that is a $900M/year revenue stream. So still roughly a $1B opportunity - even without the EU.