Dec. 5 at 10:31 AM
$ARDX @opportoni My understanding, NIA:
If fosun doesn’t like the B list negotiated price, they can go C list higher price with limited access and I assume revisit annually.
That means selling to those who can afford relatively fat copays.
Much slower ramp , some revenue & market evidence./feedback.
Basically the US situation.
I think we’ll see them on B list when we wake up on Monday.
I think it will uptake rapidly over there.
In a years time the “net” sum of those Chinese royalties and what we had been paying until recently to AZ in royalties could bridge nearly our entire annual nut on much criticized annual G & A spend (approaching
$100 mm )
Back of envelope we were paying AZ ~
$15 mm /Q towards the end and China royalty could approach
$10 mm/Q in a years time.
It’s conceivable.
That is a blast furnace to margins in our nontaxable enterprise as we turn the the corner into steadily growing GAAP earnings. Season with a CMS resolution & we may enjoy face melting run in 26/27
NIA
