Sep. 18 at 8:25 PM
$OTLK
The July numbers put the June record into perspective, but don’t change the longer-term picture.
July recorded 46 LYTENAVA vials across the NHS Trusts captured in the data — 28 below June’s record of 74, but still nearly 3× the 16 vials recorded in September 2025.
The data also shows clear volatility rather than a straight-line increase. New peaks were reached over time: 46 in November, 65 in March and 74 in June, with 403 vials cumulatively through July.
One important point: NHS SCMD data is published with a delay. OTLK, however, has its own current order/sales data. In its Q3 call, management reported 46% sequential growth in European unit sales and expected the following quarter to remain around current levels despite the seasonal summer slowdown.
So July should be viewed as one delayed data point — not a real-time indicator of August UK demand.
