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Msg  1768 of 1908  at  1/21/2020 6:30:15 PM  by

drugfree


 In response to msg 1767 by  drugfree
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Re: Early approval

Notes from Investor call on T.

Expect $30-$40M in net sales for 2020 with most sales in Q4.

$200,000 net pricing per patient.

$14,900 net price per vial.

20 vials avg per patient (75%-80% complete full 6 months)

TW will "re-engage" European authorities on T approval and orphan recognition.

T label leaves it open to a broader population and re treatment. Wouldn't commit to much on this other than to say Optic-x data out early 2021.

One analyst pointed out that guidance of $1B only allows for about 30% of existing population. Questioned why so conservative. TW said would not discuss market share further. My feeling is TW has leaned to under promise and over achieve. The FA failure followed immediately by raising guidance on PC that also went bust caused him to re-think his guidance practices.

AH trading showing better price action.
GL.

Presentation slide show link: https://ir.horizontherapeutics.com/static-files/9058fd29-b307-4d7d-9297-f92e53bf44d6



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