jaykza
Oct 22, 5:03 PM
$ABEO Digging into potential treatment numbers for Q3: As of last earnings report (8/13), they stated 3 treatments thus far, though 1 won't recognize rev due to being out of spec. Assuming the 3 treatments were Stanford, Lurie, and CHOP. They stated at the time, UTMB has biopsied. FB posts have a family sharing their child's journey with Zevaskyn and going in for a biopsy in early September. Confirmed treatment took place (through the posts) at the end of September. This likely means another patient had already been biopsied and likely treated beforehand, so (+2) from UTMB. So if the other centers did not treat for the remainder of the qtr, that is a 5 treatment floor.
Considering Stanford and Lurie alone did 5 treatments in Q2, and were likely 2 out of the 3 treatments as of last earnings, at their current cadence, likely +3-4 treatments to match Q2. I think we are highly likely to be at base 8-9 treatments for Q3. 1/2
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