AnalytischDenker schreef op 20 februari 2019 09:32:
[...]
Shire 2018 results:
HAE sales during FY2018 were down as the decline in CINRYZE demand was partially offset by increased demand and stocking for FIRAZYR and TAKHZYRO. The strong TAKHZYRO U.S. launch continued with patients coming from both prophylaxis and acute therapies. TAKHZYRO Q4 2018 sales were $11.0 million, with meaningful commercial demand resulting in large destocking. CINRYZE Q4 2018 sales declined year-over-year to $45.1 million driven by significant destocking and the impact of competition.
Ik weet alleen niet in hoeverre Pharming profiteert van minder omzet Cinryze, want:
1) HAEGARDA omzet van CSL Behring is verdrievoudigd. Het lijkt dat Shire vooral omzet verliest aan CSL Behring
2) Increased demand for Firazyr and Takhzyro
3) Bij Takzhyro was sprake van "large destocking". Dus de afnemers van Shire zijn eerst uit voorraad aan het verkopen en zullen daarna weer bijbestellen bij Takeda