I will say....I hate myself for posting that the Griffin report has interpreted facts differently to how I believe they should be interpreted for a slightly different result. I was encouraged that it states Alirocumab trials have used our patch pump.
I want to jump from the rafters about the numbers being thrown around but until I read the primary outcomes of the Choice I trial (or REGN-Sanofi blow their load ahead of the game with strong data) I will hold station on expecting patch pump revenue with the launch of Alirocumab. Hell, it is safe to assume that even if pumps are launched with Alirocumab they will be filing their 75mg & 150mg PFS and AIDs using their priority review and the pumps and 300mg will come later.
Irrespective of Alirocumab I believe that the clinical success of Dupilumab is far more influential to our sales.
As I posted the other month when discussing the two molecules in response to a post by Biowatch90...would you rather device sales for a once a month drug or weekly etc? Even if Alirocumab ends up in patch pumps Dupilumab with its multiple indications and more frequent dosing is the drug that will be worth waiting for
So that looks like 3 in a row from me...will shut up now