bell potter biotech conference

I attended to bell potter biotech conference last thursday where john pilcher from acrux spoke,the following were some very interesting observations he made.
1.Eli lilly is currently increasing production of axiron by 50 per cent.
2.New scripts for axiron are running between 22 and 26 per cent each week of the testosterone replacement market.
3.Eli lilly is going to run a very large us national tv marketing campaign starting in jan 2013.(post production increase).
4.Testosterone replacement market is growing at greater than 30 per cent(before new tv campaign).
5.Canada and australia market already have approvals and will launch early in the new year.(also after production increase).
6.Eli lilly has decreased maximum rebate on axiron to us$150.00 from aug 2012.
7.Axiron has been promoted to tier 2 insurance level(more insurance coverage/less rebates).Express scripts from 1/7/2012.(155 mill members)and Cvs caremark(85 million members)from1/1/2013.Axiron will be the preferred supplier for cvs replacing androgel and testim.
8.Eli lilly net revenue for axiron (last quarter was us 16 million ) will be substantially higher this quarter(my guess 28 to 30 million us) and will be even better in the 1st quarter next year.
9.Kv pharmaceuticals has gone into administration and acrux believe that their agreement is now null and void and that they will get the evamist program back which will be a great free kick.
10.The underarm patent approval to 2029 if approved will be in the 1st quarter 2013.
11.The next milestone royalty of 25 million us will be in the 2013/2014 tax year.