- It has been over two years since DSUVIA's approval, but AcelRx is finally starting to record some sales. The launch took longer than expected and the share price was punished.
- The Department of Defense is expected to receive ~$30M of DSUVIA in the coming years. The DoD contracts should bolster the early commercial numbers until the hospital numbers kick-in.
- Despite the prolonged wait, DSUVIA could quickly start contributing and covering its expenses. Management appears to be optimistic and expects the company to be at break-even in Q4 2022.
- I am going to need several more quarters of commercial data before I return to a bullish outlook.
For further details see:
AcelRx Pharmaceuticals: Waiting For The Numbers To Close The Gap