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Calliditas Q4: Steady US launch support - Redeye

Calliditas recorded Q4 Tarpeyo sales of SEK 169m which is slightly below our and the markets expectations. The number of unique (US) subscribers has increased by 34% to 642 in Q4 (from Q3). Calliditas provides the first full year Tarpeyo sales guide for 2023 (strict US product sales) and this is a USD range of USD 120m to 150m. The high range of this guide is very close to Redeye and the market consensus ahead of the full year.

Calliditas recorded Q4 Tarpeyo sales of SEK 169m which is slightly below our and the markets expectations. The number of unique (US) subscribers has increased by 34% to 642 in Q4 (from Q3). Calliditas provides the first full year Tarpeyo sales guide for 2023 (strict US product sales) and this is a USD range of USD 120m to 150m. The high range of this guide is very close to Redeye and the market consensus ahead of the full year.
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