May. 12 at 6:27 PM
$TNXP
1Q Tonmya net revenue was
$3.7M. TNXP counted 5400 scripts so each script netted
$685. Symphony TRx counted 4600 scripts so each script should have netted about
$800.
The difference between those two nets per script was due to the deep discount, even to
$0, for many scripts that were given to bridge patients waiting for insurance approval. Now that there is a GPO to facilitate prescription approval and 38 states listing Tonmya on their drug lists, the approval rate will rise dramatically. And, better, the net price should also rise toward the standard 40%-45% discount from WAC or about
$1050 per script for commercial patients.
That is, prescription counts and net revenue should grow steadily from now on. The data to watch for are the weekly TRx and NRx numbers that @JuggernautRaider posts each weekend. If they start growing as I think they will, TNXP could reach profitability by year end or early 2027.
