Re: $HZNP getting unusual large call blocks
It may be true that selecta will still need to run a phase3 but if P2 data stays as good, it will be difficult for the company to keep touting krystexxa as the flagship drug of the company. Market anticipates, and phase3 might not take that long to complete. Primary endpoints is uric acid level at 24 weeks. PRobably about 300 patient to enroll, with 1/3 placebo and 2 different dosing regiments. With placebo dropping of very quickly, this will speed up enrollment. My guess is that it could be approved by mid 2019. With about 2 years to go, even a big increase in K sales might not help the pps by much.
As for FA, it was only a 12 patients phase 2, without the prove of frataxin level increases. Very foolish of us to want to believe, probably blindsided by the 1 billion in potential peaksales. Data from sel212 is very well documented, clearly measured and in line with P1 and preclinical models.
Primary care will likely take a 5 to 10 % hit in scripts in Q3. Nuvo has updated their presentations. July was down 10 %, august was better, but with bad september weather, scripts will take another hit. My guess is it will be more like 10 % down. Which might not be that bad if ANRP improves,.. but that a big IF? ALso P2 accounts for a bigger % in the total ANRP, proably 50% vs D 25% and V 25 %. So this might complicated further.