Am I the only one who is disappointed that two months after an FDA approval the company is still talking about an upcoming launch of the product?
Based on the standard FDA process and the feedback they received, they should have known that an FDA approval was coming. They also talked extensively about the discussions they were having with payers, and with transplant clinic. They talked about positioning inventory ahead of launch (inventory already made). They talked about hiring senior leader to handle the launch.
So what's been the hold up? Have they been providing the treatment free of charge in the last two months? Have they been turning away potential patients because they haven't got everything figured out?
I am all for talking up their presence at the conference. I think their presence will be instrumental to getting OFF LABEL use especially for adults. But a lot of the PR seems to suggest they are doing an introduction of the product. I imagine this conference was part of their launch plan, but it just feels that there isn't much happening, when we should be far along by now.
I like to call a spade a spade, and right not I am not impressed with the slow progress.
What are the thoughts of others? Am I being too hard on management?
MSB Price at posting:
$2.81 Sentiment: Buy Disclosure: Held
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