BOT - Anything but charting, page-6607

Kaken results released today, YOY growth is good, QOQ pretty low but not dissimilar to last year, note 1387 is cumulative to end of Q2.

For comparison my tally vs Rapifort in monthly units:

Ecclock: Q1: 70,475 Rx
Q2: 71,809 Rx

Rapifort: Q1: 37,582 Rx
Q2: 48,645 Rx

(Medium confidence on these numbers, especially Rapifort as it needs to be derived via Journey.)

I keep thinking back to the market research webinar when the triangle guy suggested a price of $250 or thereabouts then Howie piped in and said nah were going for the same as Qbrexza $700.
Rapifort, ie Qbrexza is putting up these numbers with a 18 month handicap to Ecclock, this indicates to me that theres nothing much wrong with it's efficacy and when Sofdra goes head to head with it at the same price point in the states it's going to be a disaster for Botanix.

It's all well and good to say the payers are onboard but if they're onboard at the lowest tier levels on their formularies because the drug costs too much then they're just going to end up splitting the limited premium end of the market with Journey and that's not a profitable situation, never mind one that lets them fund the other more promising programs.