Vernon Bernardino: Hi, guys. Thanks for taking the question and congrats on the great momentum. Just wanted to follow up on the previous questions. As far as the ADHD products are concerned, understand the taking advantage of the problems with the generics out there. But is there anything specific you could point to that help take up of, for example, Adzenys XR-ODT that you might be able to capitalize on that may further accelerate sales in that regard. And then, you said you couldn’t quantify, but just wondering how much of those are €“ do you expect those sales that were deferred because of shipping issues in the calendar fourth quarter of 2022 might we see real soon or we’ll be down the road?
Josh Disbrow: Yes. So for the last question, Vernon, yes, we should see it in the next quarter. Again, it’s a couple of days of revenue and as you know, it’s just a timing thing with the shipments. We recognize shipments based on when we deliver a product to the wholesalers. And so you know it €“ a lot of it just depends on which day they orders and what have you. But there were some delays because of the travel, both products that were in transit and the timing of when they €“ they left our dock. So they €“ that all got arrived in the next €“ the next week.
Mark Oki: In terms of your first question, Vernon, what gives us sort of comfort in the context of maybe continuing realization of these tailwinds. And what I’ll point out is, it was interesting, when you looked at sort of the late summer, early part of the fall, the most immediate impact was actually with the immediate release to Adderall, just regular Adderall, IR and then you would see sort of an impact sort of down the line, of course this channel is, is one whereby it starts obviously, at the manufacturer, the manufacturer ships in the wholesaler, the wholesaler ships in the retail, and then ultimately, the patient picks up the prescriptions. That all takes a fair amount of time to work through such that when the note — when the public is sort of being noticed of the shortage, there’s a lagging effect in terms of when that ultimately affects the patient’s ability to pick that up.
There was a delay even further around the extended release formulations of the Adderall generics, such that I would even say just now, we’re starting to get into the thick of that realization, meaning really just now to the point that patients and physicians are starting to feel it on a consistent basis with the — specifically with the extended relief such that we started to see — and I can share this because really prescriptions are all public generally speaking. The impact that we’re starting to see just started to rear its head really kind of in February. So, you can see the delayed nature of this effect, whereby late fall, we had news releases. We even put out sort of communications and press releases indicating that our product, Adzenys was still in good supply.
It really took even through the holidays before we were comfortable that, that was starting to be realized at the physician and patient level, such that for that week ending February 10th, prescriptions of Adzenys were up 26% sequentially. So, from that preceding week, they jumped up 26%, which is obviously a significant increase. No way to tell exactly how long we would expect this to continue. But I will say there’s continuing to be a lot of discussion around that we — just last week, Bloomberg published yet another articles far and wide around this continuing shortage and the issues and the pinch that it’s really putting on patients. So, it’s not going to be something that lasts clearly forever, but it does seem like it is — we’re still very much in the relative early to middle innings of this issue such that we should be able to benefit from this for the foreseeable future.
