Re: Morgan Stanley GHC Event
Nice summary. HZNP has historically been very conservative with respect to financial projections. For those analysts that follow the company regularly the projected peak sales for K and T should not bother them. That said, execution is key. In that regard, the company has built a network of sales and support staff to promote K, and also for T in anticipation of FDA approval of T. In addition, there is a good potential for increased patients for K as a result of MIRROR trial and use of K for treatment of kidney and dialysis patients. With about 90%^ institutional ownership, the smart money has already placed their bets---everyone is just waiting for the share price to pop. GLTA.