J.P. Morgan Conference presentation slides
Jan 12, 2017 4:11:59 GMT
sgard434, thought013, and 2 more like this
Post by Deleted on Jan 12, 2017 4:11:59 GMT
Slide 14 bullet 4 stuck out to me as well. Although I should temper my enthusiasm, the fact that people do or will die from SHPT (calcification of arteries) would freak me out enough to do anything possible to get access to it if I needed it. So not only do you have the doctors, and just even the patients, but also what I call the 'advocates' who will either want Rayaldee used or demand it. The advocates are those family members who can be EXTREMELY animated in (aggresive?) pushing for what they need for their relative. Do I blame them... this is not about passing judgement... my point is that Rayaldee is not a drug that sits on a shelf and the occasional doctor prescribes it. It is the drug whose introduction at the nephrologist convention correlated with a boost in OPKO stock price, it is in short an F'n Rock Star IMO.
The comparisons to 4K Score don't do it for me since no one HAS to have it, 4K is a great test, but something that can be delayed or avoided. Rayaldee can't be avoided unless you want some very real scary poop to happen inside your arteries.
www.ncbi.nlm.nih.gov/pmc/articles/PMC3184001/
A couple of questions that come to mind are:, Out of the millions of people with SHPT do we think that ten percent are high enough net worth that they can afford Rayaldee without insurance? I do.
Do we think that there were a certain number of people who desperately were wanting this drug even before it was released? Meaning, was there a figurative line of people waiting? I do.
Would Rayaldee be in so many pharmacies even in my small city if there wasn't demand even here? 20 places within a 30 minute drive is approximately what I guessed.
The above is why I believe 2017 is the year, not two years from now. Plus IMO $500 million is BS low and I hope that I am correct; that is where I bet most of my money.
Sorry for my rambling, but I have a hard time being negative about OPKO these days.
The comparisons to 4K Score don't do it for me since no one HAS to have it, 4K is a great test, but something that can be delayed or avoided. Rayaldee can't be avoided unless you want some very real scary poop to happen inside your arteries.
www.ncbi.nlm.nih.gov/pmc/articles/PMC3184001/
A couple of questions that come to mind are:, Out of the millions of people with SHPT do we think that ten percent are high enough net worth that they can afford Rayaldee without insurance? I do.
Do we think that there were a certain number of people who desperately were wanting this drug even before it was released? Meaning, was there a figurative line of people waiting? I do.
Would Rayaldee be in so many pharmacies even in my small city if there wasn't demand even here? 20 places within a 30 minute drive is approximately what I guessed.
The above is why I believe 2017 is the year, not two years from now. Plus IMO $500 million is BS low and I hope that I am correct; that is where I bet most of my money.
Sorry for my rambling, but I have a hard time being negative about OPKO these days.