It's never great to see sales take a hit but I'm happy to see no change to annual guidance. Being unchanged from end of February then there's another two full months of sales data now in. Since they hit the bottom of Q1 guidance more is being put on the remaining three quarters so one interpretation is that March wasn't quite as good as they hoped but April showed a continued improvement. The comment regarding six weeks of net patient increases could mean one week end of March then rest April into May. Point being the trend is in the right direction. If we get to the end of this year locking in the $250 million milestone and looking strong for the $500 million next step in 2025 then I would consider Daybue as doing it's job. It's also important to reiterate there is no competition for a good period of time so treatment plans can be tweaked and growth can continue. My guess is for an inconsequential drop in share price relative to the impact of the incoming 2591 results.
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