@Nnyck777 I think the re-rate will occur if/when the initial sales data emerges. Covering analysts have very conservative uptake assumptions. I think it all hinges on that. Only 3-4 months to wait.

The upside risk is if there is some early quantitative release information on the level of uptake in the 18,000 IHhS patients, in January or Feb, ahead of 1Q 2025. A strong positive response there could potentially have analysts re-thinking their assumptions.

Can the US trump Japanese uptake levels through a triumph of 1) DTC marketing / telehealth, 2) payor coverage and 3) a singular management focus? That's the multi-billion dollar question.