LL schreef op 19 september 2023 09:44:
[...]
Braniek begint een beetje op een ontkenner te lijken gezien eerdere uitspraken. Hoewel je met alleen de omzetcijfers van Pharming en externe bronnen al tot die conclusie kunt komen bevestigd Pharming dit nota bene. Dit is helemaal niet erg maar het dan nog steeds ontkennen en ter discussie stellen is teleurstellend.
Braniek id=15003580 date=202309182325]
grappig eigenlijk: er is al zo veel uitgemolken. omzet, concurrentie, analisten , scenario's goedkeuring EMA etc. in september bijna 100 postings gemiddeld per dag. en dit alles op basis van geen officieel persbericht behalve meetings en congressen.Om maar een voorbeeldje te geven m.b.t. de communicatie die Pharming zelf doet.
Christian Glennie - Stifel
Hi, good afternoon, guys. Thanks for taking the question. questions. First question on, start with
RUCONEST® just to get an idea about 3 percent growth last year in the U.S. the price versus the
volume mix in terms of what was driving that? And what are your expectations for 2023?
Sijmen de Vries, MD – Chief Executive Officer
Yeah, yeah, we stated that we took a price increase below the CPI, that's our normal modus
operandi over there and has been our normal modus operandi over the years. So, I think the price,
the price increase, of course, is the biggest driver of this growth. So, you can say that the underlying
volume growth is more or less now flat to slightly, maybe going up or down. And there's some
quarterly fluctuations there as well. But I think that's how you should see that. So, it means that
RUCONEST® continues to basically be prescribed by a wider audience of physicians. We think that's
important. As I was saying, in my earlier part of the presentation, also about more users, more
patients and more prescribers, reflecting the fact that there is a continued need for this product, in
terms of especially the breakthrough attacks that continue to occur under all the prophylactic
treatments that are available in the market. And yes, some of them have improved significantly
from the past, but no, patients will always need and always have acute treatment at hand to be
able to treat the unexpected breakthrough attack. Do not forget this is a stress related disease. And
people can be very nicely surprised by breakthrough attacks.
bron:
www.pharming.com/sites/default/files/...