@hashtagzee @Dameistro @Trubach
Cowen previously had Q1 est. as $5M
, now it says $2.5M. SVB LR Q1 of $7.1 is absurd. Oppenheimer had ultra conservative of $0.4M which may be more reasonable considering 2 months, insurance coverage and time to collect the payments. The registered revenue will be low, but Q1 TRx/NRx will guide the base compound revenue in Q2- all Q1 scripts will recognize a full 3 months payment in Q2. Will the market punish sp with low rev numbers or reward investors with high scripts numbers? Will PG disclose the Rx numbers? Any update on manuscript and MAA/Japan filing?