Re: Today
I'm not sure this is right on your numbers but if inventory was $18m at Q3, would that mean revenue was really $238M (254-18)? and Q4 is $240 + 18 inventory sold or $258M? If so, that shows a stop in the drop and resuming some increase. I haven't studied the release in detail but will do so this weekend (I just read it and it seems to confirm my numbers). I think after the last quarter, the market was really worried that things would continue to go down. Maybe this quarter shows that this is not worst case scenario.
Q3 was bad so these numbers showing an increase gains some confidence.
New prescriptions and refills increased in the fourth quarter of 2020 vs. the third quarter of 2020; Full-year 2020 total INGREZZA prescriptions grew 32% to approximately 175,700 versus 2019 total prescriptions of approximately 132,700.