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Farmas USA

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Farmas USA
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#56518

Re: Farmas USA

Se acabo el rally de ARNA:

8K: http://boardvote.com/symbol/ARNA/communique/842904

From AF on Twitter: "Arna warns Belviq Q4 sales will fall 35-45% from Q3 due to use of savings card discounts and lower Rx."

En principio, bajarán los ingresos pero se ganará cuota de mercado:

On January 20, 2015, Eisai Inc. announced the launch of a new savings card for BELVIQ. According to Eisai, the new savings card will enable eligible patients without commercial coverage for BELVIQ to pay no more than $75 for each monthly prescription. Those patients with commercial coverage for BELVIQ will be able to use the card to get additional savings if their copay is greater than $50 per monthly prescription. The new savings card is subject to certain restrictions, including that patients who are eligible for state or federal healthcare programs are excluded.

Eisai stated that this new savings card will make BELVIQ more affordable and accessible for appropriate patients. Eisai also stated that the new savings card is being introduced at the beginning of the year when many people resolve to lose weight and develop healthier habits.

Eisai’s new savings card program is expected to affect revenues from future net product sales of BELVIQ by increasing the number of prescriptions and decreasing the net product sales price per prescription. The new program will also affect revenues from net product sales of BELVIQ for the fourth quarter ended December 31, 2014, because of the manner in which we recognize revenues. We recognize revenues from net product sales of BELVIQ when Eisai ships BELVIQ to its distributors. Net product sales are the gross sales amounts invoiced to Eisai’s distributors, less certain deductions. The net product sales price reflects certain deductions that are estimated to apply at the time a prescription is filled for patients. The new savings card program increased the estimated deductions from the gross sales amount for BELVIQ shipped to Eisai’s distributors in the fourth quarter that had not been used to fill a prescription as of the date when the new savings card program became effective in January 2015.

We preliminarily expect that Eisai’s net product sales of BELVIQ for the fourth quarter ended December 31, 2014, will decrease by 35 to 45% relative to the $16.8 million for the third quarter ended September 30, 2014. This expected decrease is due to estimates of the impact of Eisai’s new savings card program, as well as a reduced prescription growth rate in the fourth quarter believed to be associated with the seasonality of the obesity market.

Although revenues from net product sales of BELVIQ decreased, according to IMS Health estimates the number of prescriptions filled for BELVIQ increased approximately 4% in the fourth quarter ended December 31, 2014, as compared to the third quarter ended September 30, 2014, while overall prescriptions filled in the anti-obesity market decreased by approximately 4% over the same time period.

We expect Eisai’s new savings program, together with other factors such as the historical seasonal increase in prescriptions for drugs for weight management in the beginning of the calendar year, will cause the number of prescriptions for BELVIQ to be higher in the first quarter ending March 31, 2015, than they were in the fourth quarter ended December 31, 2014.

#56519

Re: Farmas USA

A ver esas CTIX con ese +7% en pre.....
NO he entendido nunca cómo lo hacen algunos para operar en pre con una OTC......
La noticia me da la impresión que es excelente, ya que en un estudio de Fase I, KEVETRIN consigue "curar" las lesiones cancerosas en el bazo, provocadas por una metástasis de cáncer de útero, si no lo entiendo mal....
Los estudios demuestran un incremento del marcador p21, que es el que indica el restablecimiento de la actividad del p53, responsable de activar la apoptosis cuando una célula sale mala, y que es anulado frecuentemente por las células tumorales...

CTIX

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