Im always lurking. I just haven't had much to say =) Things are looking up. Im hoping the scripts can keep a nice steady rise. Also excited for Eu approval and partner and data release next year. Predialysis approval would be so massive. KERX would have access to all the patients before they need a binder. They would be a big step ahead. It really is where the big money will be for this CO. My price targets with and without IDA have a ridiculous gap.
Q2 #s were 1.8 million revenue on 3700 scripts which equals $486 revenue per script. I believe the net loss for the Q2 was 26million. 26M / 486 equals 53,497 scripts needed for the quarter to breakeven. 53497scripts / 13 weeks per quarter equals 4,115 scripts per week needed using Q2#s as a guide.
As I said these #s are rough and only include US sales. I dont know how vouchers effected these numbers during Q2. Westside with your #s, the Co would have made over 30 million revenue for the quarter with 3700 scripts and they only had 1.8 million.
Running quick math. We need about 4k scripts a week to be a break even company using figures reported from last quarter.. This doesnt include anything from japan, eu or pre dialysis though.. Need roughly 7% of the total dialysis market.. Once again, numbers are quick and rough but its not far off. Ill do a more detailed analysis in the future.
I have been wondering this same thing for months... Only reason i can think of, i believe patients had to have previously been taking another form of oral iron without success. This would limit the the patient population for trial purposes. Would like sone other thoughts or confirmation though.