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Biotech / Medical : QLT PhotoTherapeutics (QLTI)
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To: Doug Lakin who started this subject2/7/2001 10:37:39 PM
From: Ian@SI  Read Replies (1) of 1321
 
Just finished listening to the whole replay of the call.

This is much better than I first thought from the Press Release.
About twice as many cases will be added to the label as is currently allowed.

This will take the covered cases up to about 2/3rds of the total AMD population, up from about 20% which was covered before.

In addition, substantial reimbursement progress has been made in Europe with about 4 countries already done and another 4 expected within the next few weeks. (I was in another room and didn't take notes. I don't want to rely on my memory to sort out which countries belong in which list.)

When asked whether there would be a downward revision in guidance, the answer came back as no. [I would have asked when upward revisions should be expected. :-)]

All in all a good call, and worthwhile listening to the replay.

Ian.
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