Re: Prelude to guidelines
Zake, IMO the market initially acts in an entirely short sighted way. The corporate update was pretty clear that sales of Arikayce are not going to be very good Q1 or Q2. They also talked about filing in Japan, the Astra Zeneca option for COPD and asthma, and about future sales for NTM likely accelerating because of the new focus on respiratory disease. The initial reaction seems to be selling because of the negative sales and ignoring the great, but longer term news. The very fact that volume surges after the corporate update does seem to tie those two together.
From what I can tell, the head of the ESCMID is also the head of Infectious Disease for Spain, so I’m still in the skeptical camp that the guidelines are totally completed.