brightlight schreef op 29 mei 2020 12:25:
Your thoughts, please, on the following:
Do you think we are in for a positive surprise at the H1 numbers (due to the accelerated move to POC because of Covid-19) or a negative surprise because of the reduced access to hospitals of the sales teams? Have any of the other biotechs that you follow reported on this issue of limited Covid-19 access to hospitals?
Concerning the high projected cash burn, I wonder if it cannot be explained by some sort of provision for Covid-19 (in stead of a large one time investment, which was my initial thought). Maybe there is room for a positive surprise, then.
Concerning ctEGFR, I find it strange that, considering the sales potential of Tagrisso, no trajectory has yet been set in motion to get CE IVD approval. Or did I miss something? What study are you referring to?