The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Christopher Winston Uhde - SEB, Research Division - Analyst
: So I have a few questions. On -- I guess, I'll start on the guidance. And I might ask this in a couple of different ways to just try to triangulate here.
But -- so I guess when it comes to -- if we start with Synagis. The prescription data -- sales tracking data suggests that there is an effect from --
potentially from wholesalers, is it possibly a stocking effect.
So I guess is part of the reason for -- how you feel that we may see a phasing of that strong -- I mean relatively strong performance in Q4 -- in Q1
then? And then when it comes to Elocta, can you quantify -- well, I know you won't exactly do that, but can you give us some flavor on the impact
of price pressure? How would you say what you've seen -- what you've done so far last year and so far this year in 2021? How would you say that
compares with, let's say, what your predecessors did -- how they reacted when you came on the market with Elocta? And also, how does the outlook
in terms of pricing seem this year versus last year? I mean another way to put this. You said that there was 10% patient growth over the year, but
3% sales growth. So how much of that delta was due to price cuts in the EU5? That's my first sort of question.
Question: Christopher Winston Uhde - SEB, Research Division - Analyst
: But I mean so in terms of price pressure, I mean, is it possible to give us kind of like a ballpark idea? I mean should we be expecting double-digit
price decreases, teens -- mid-teens, something like that for the year on average?
Question: Christopher Winston Uhde - SEB, Research Division - Analyst
: Okay. And what would you -- sorry, just last on that particular point. Would we expect to see that during the -- from the beginning of the year or
sort of progressing over the course of the year?
Question: Christopher Winston Uhde - SEB, Research Division - Analyst
: Okay. Great. Then I guess, so my second question is about Gamifant. So how do you explain the sharp increase in new patients and duration of
therapy that you referenced? I mean it's a very strong upswing in sales. And in the past, obviously, this has been a discussion, how much of this is
just volatility from different patient sizes, weights, et cetera. I mean to what extent does this reflect something more stable than we've previously
seen?
And what does this -- what can you say about -- is this guidelines? Is this different patients besides just familial who are being treated? Are you
getting more first-line patients, something like that? And I guess -- and then I think so...
Question: Christopher Winston Uhde - SEB, Research Division - Analyst
: Yes, sorry. Can we get a little bit more detail on the rheumatologic HLH data? And maybe when you -- or where you plan to present it? And I guess,
finally, you -- is it possible to go for an EU decentralized pathway for approval for familial HLH? And if not, why not?
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