most analysts have allos doing around 50-60$M in first year (2010).. that is just getting 500-600 patients (since it is 100K per patient). management said yesterday that in last 30 days since fotolyn became available, they are "extremely pleased" with patient ramp up they have seen so far. it is anyone's guess what that means, since management would not put a number on it during the earning call.

even if management won't disclose how many patients are already on fotolyn, we only need to wait 1-2 more weeks to get this information, as ims (and others like verispan, wolter kluwer, etc) will report their estimates by then on how many patients are currently on fotolyn. these are highly credible and accurate estimates used by all analysts, so watch out for string of upgrades in about 1-2 weeks from now.