NEU neuren pharmaceuticals limited

Ann: DAYBUE Q1 2025 net sales US$84.6m up 11% from Q1 2024, page-32

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    Hi kens. I think it is important to note that increase of new patients from Q4 to Q1 despite being a seasonly weaker quarter in conjunction with the improved discountuation rates means we might see a figure higher than that. For example if we could expect 4% patient growth (quarter on quarter) that's closer to 17% increase over a year due to compounding affect. I don't know if we'll hit 4% relative increase each quarter, but I would think 15% may be achievable with the 30% increase in sales force and the more stable existing cohort of patients.
 
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