Response from Investor Relations The IQVIA data captures part...

Response from Investor Relations

The IQVIA data captures part but not all of the scripts - estimates range from 15-20% - pharmacies we know that do not provide data to IQVIA / Symphony. Also scripts through Adelaide Apothocary.

You can do the math to see the difference between IQVIA data and what we showed at the half and previously to do that reconciliation.

Curiously, if the data we showed from IQVIA was trade volumes then wouldnt we also then be reducing our revenue in prior periods on lower scripts?

Our reported Nexstellis sales revenue is trade volume x $NSP.

You will note that at 1h we said we achieved breakeven script volume (and noted on a lower apportioned cost in WH).

As noted in his remarks the flattening of IQVIA units reflected some impact from Change Healthcare (temporary) ..Change healthcare is an external provider of patient support not a MYX supplier. we also noted at the 1H and then in the Conf presentation (which you can listen to vis the link link in the ASX release) that there were also some changes in sales team composition under the new leadership which had some impact - the growth in Scripts from 36.4 to 40.8 in the IQVIA data can be extrapolated.

What volume and NSP do you forecast?

We have said Nexstellis will deliver growth as will Annovera and Bijuva - our WH portfolio.

The outlook statement is exactly as it was at 1H.

If you read the analysts notes released last week they both have articulated the situation. The Wilsons downgrade was off an incorect starting base which she explains - hence the headline downgrade is large.

Craig