Some analysts suspected this discrepency was at least partially to blame for BioMarin’s stock price dipping after the announcement of Roctavian’s approval. Shares were trading around $89 apiece late Friday morning, down more than 4% from market’s open Thursday.

“While at face this sent the stock lower, Roctavian’s primary selling point — that the majority of patients remain off prophylaxis years after treatment — remains the same,” wrote Stifel analyst Paul Matteis in a note to clients.

Matteis also wrote that, to insurers, what ultimately matters most is how long Roctavian allows hemophilia A patients to live freely without needing Hemlibra or replacement Factor. There, the data continue to be encouraging.

BioMarin anticipates the first doses of commercial Roctavian will be available in two months. Ajer said the time from when a patient first expresses interest in the therapy to when they get it will be affected by their eligibility, location, insurer, and how often they can visit hemophilia treatment centers. But in general, these steps could take between two to five months.