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Calliditas published a preliminary Q4 update earlier today. Our key takeaway is that Calliditas records 555 patients enrolled for Tarpeyo on the US market in Q4, which is a record level. It is also well above our expectations by some 33%. There is no market consensus for patient enrollment. The actual Tarpeyo sales (ex milestone and royalties) were USD 31m to USD 33m, suggesting that Q4 sales aligned with our and market expectations at the midpoint. We expect a distinct positive share price reaction as a result. Our Base Case is SEK 280 (Bull SEK 415 and Bear SEK 70).
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