Aug. 23 at 2:44 PM
$SRPT @SwissBull7
Alliw me give you some context in the 2Q earnings. Let me break it down.
-Net product revenue:
$281.9 million
-Milestone payment:
$63.5M Japan regulatory approval . One time only.
-Roche Royalty revenues:
$5.1M
-Contract manufacturing revenues:
$27 million
Total Elevidys-related revenue:
$377.5 million
Here is where it looks iffy looking ahead in the future; Subtract
$63.5M for the Japan milestone payment which us a one time add on, the difference total is
$314M.
Now you take that
$314M and you subtract 40% of non ambulatory patients, which is the projected market share according to smart people, that is now FDA haulted as of today, that leaves SRPT estimate using 2Q25 as guide into the future grand total of
$188M rev.
The future of Elevidys including the controversies as we speak don’t look too hot!
THATS THE FACT JACK!! Got that lol