<MZ- Any reason you can see for the roller coaster this week?>
Jim, first 100 pts rise, than 25 pts decline today? Several:
1. Today they are disappointment from Dupi refill numbers, missing or maybe something more serious? I questioned this few weeks back.
2. Yesterday hope that NVS royalty for Ilaris may be in $150-200 M range, bottom line, (15% when annual sale $+1.5B), pressure on drug cost control from Trump gov. ceased,..
3. Wednesday, NVS RTH258 Q12W regime comparable with Aylea Q12W regime, no fear that will disrupt A %-tage market share, only take away Lucentis portion,...
4. Tuesday, science on AD points to gen-mutations cause development of disease severity,...
So, the bigger impact was relive from fear on price control and RTH258 competitive advantage. |
