What does the future hold?
I have been thinking a lot about the most recent earnings call, specifically the 9k profit. A lot of people are comparing apples to oranges with the US and EU markets in terms of common practices and pricing models.
In the EU (and correct me if im wrong) i think it's easier to use off label avastin even though there is a labelled more controlled version. I do not think this will be the case in the US market, especially with insurance companies and the prevelance of law suits.
The resulting impact of this is that otlk sales in the US (pending a successful rollout and marketing campaign) will dwarf, and almost make irrelevant the EU sales income.
Would love to hear your thoughts, this is just my opinion so feel free to disagree.
May the odds be ever in your favour!