Aug. 8 at 2:22 PM
$BCRX $TARS $ARDX $SNDX $TGTX
Here's your updated quarterly revenue chart. As a reminder this is NET product revenue, the top line, and COGS vary wildly within this group. However the top line is the best measure of success in the market from a demand POV
Standouts this quarter imo were Xdemvy, Orladeyo, Arcalyst and Ibsrela. Briumvi continued its very strong growth - SP reaction might be because people are thinking about subcut more now. Either way still very impressive growth.
You can hardly see Revuforj (SNDX) on here but it only has two quarters on the books. But a nice start, close to Xdemvy.
I'm thinking of removing Ogsiveo (now owned by big pharma) and xphoazahzh (because we're not seeing its true demand here, so it seems pointless - ARDX people will know the launch would not look like this if not for the bundling issues).
Feel free to forward this to other boards that I haven't been able to tag. 5 is the max.
