Re: question
I don't see why we shouldn't see the fruits of the expanded sales force in this quarter (3rd quarter). It is supposed to be entirely complete in the 4th so you would think new sales reps have been out there in the 3rd quarter. As far as impact, it should increase the revenue, but maybe that is already baked into expectations? Who knows. Revenue estimates are at $151 million. Minus the $40 million milestone, Ingrezza and Orlissa revenues have to beat $111 million which is about $15 million more than last quarter. Revenue jumped 25.5 million from 1 qtr to 2nd qtr without Orlissa. So a $15 million bump seems doable. Playing devil's advocate, revenue only increased 7 million from 4th qtr to 1st qtr this year, but we had the donut hole thing as well as some other headwinds. However, I do think that this is somewhat what Gorman was talking about revenue being lumpy from quarter to quarter. JMO.