Let’s call a spade a spade







The drug could have had substantially higher sales if Frost was not so greedy. And it would have made the patient transition to the dialysis indication immensely easier. But when you have an 85 year old at the helm and the head of the division in his mid seventies, long term planning is not in the cards.
 






























When the margin dollars were built on the false premise of funding by the 501c3 funds and now are lost, is that the fault of the reps? You don’t want to pay a bonus? Fine, we will vote with our feet and leave. The only reason you would not pay would be if you had no faith in the future of Rayaldee.
 


































































The issue is the questionable number of CKD 3 and CKD 4 patients. The Data that the so called Analyst gurus looked at is all encompassing. It was not filtered out by SHPT. So, when you see all of the active vitamin D, you can pretty much bet it is CKD5 at Fresenius.
And because the HCP’s are prescribing for CKD 5 for SHPT it skews the “opportunity”.
The powers in the towers will tell you otherwise; however, ask you docs that are affiliated with Fresenius. They will tell you that they are using oral calictriol instead of IV.
 






When the margin dollars were built on the false premise of funding by the 501c3 funds and now are lost, is that the fault of the reps? You don’t want to pay a bonus? Fine, we will vote with our feet and leave. The only reason you would not pay would be if you had no faith in the future of Rayaldee.
 






“ Due mainly to the decline in sales of Rayaldee amid Covid-19 impact, the pharma revenue has dropped approximately 3.8% YoY in the quarter despite an approximate YoY growth for the year”

Sounds fishy...
As Q4 Covid-19 testing volume rose 24%, diagnostics the largest contributor to revenue.

So, If Rayaldee sales were down due to COVID-19, and revenue sales were up 24% due to COVID-19, read between the lines that 501c3 funding has had a significant impact on pharma revenue.

Not to mention that patients that have a greater than 30 no/ml 25OHD level are benefiting/ dodging the virus.

Nice job, CB! Way to smooth out the numbers!