Calliditas: A strong US launch with lagging sales - Redeye
In Q1 Calliditas reports an improved US launch momentum both in terms of unique subscribers and enrolled patients. Actual sales is lagging and reported sales also reflects a slow start in the quarter. The growth of the unique subscribers combines with a high proportion of patients continuing using Tarpeyo after the initial nine month period is promising. Especially as the positive 2-year eGFR result was reported in March. Our updated view is a base case valuation of SEK 310 (315) and a Bull Case of SEK 485 (500) and a Bear Case of SEK 110 (95)
Länk till analysen i sin helhet: https://www.redeye.se/research/909213/calliditas-a-strong-us-launch-with-lagging-sales?utm_source=finwire&utm_medium=RSS