Au contraire, mon ami, I aniticipate huge jump as Greenwhich junkies dig out from under the New York snows and marching en masse for the clinics demanding Bunavail like thousands of walkers coming outta the woods on The Walking Dead demanding fresh flesh. Watch for huge %age move up. Hurrah.
I believe he also said that he would be doing an analysis of Bema Bup on his website, and that it could be a multi-billion dollar blockbuster. That would be nice!
Suboxone Generics Zubsolv Bunavail
Tx Wk Growth Tx Wk Growth Tx Wk Growth Tx Wk Growth W/W Exceeds By Total Market Branded Share
1/23/2015 133,784 -6% 32,562 -6% 9,378 -7% 762 -1% 5% 0.43% 0.53%
1/16/2015 142,209 -2% 34,624 -2% 10,090 1% 766 21% 20% 0.41% 0.50%
1/9/2015 144,652 12% 35,267 9% 10,037 16% 635 30% 14% 0.33% 0.41%
1/2/2015 128,584 8% 32,271 7% 8,621 6% 487 9% 1% 0.29% 0.35%
1. Although w/w was actually negative, branded market share was UP by 3 basis points to 0.53%.
2. Of note, the overall market contracted notably for all products except Bun which was more or less flat. It's "exceeds by" was still positive at 5%.
3. There's clearly an ebb-and-flow on a weekly basis that effects everyone. Expect it.
LOLZ. If by "eat dirt" you mean "rise assertively, closing near its high" then I totally agree. Let's see it eat dirt often.
Don't know about this time. Technicals turning bullish. Someone swiped up the entire ask at the close. I covered today.
Cool, thanks. My main motivation for the question was based on curiosity if there's some particular audience that may have "insider advantage" so - I'm glad that's unlikely.
I don't think so. Seems way too cumbersome and I am sure that IMS/Symphony has to audit any data they share (on their Friday reports). I think it's actually pretty amazing we can track weekly prescriptions, BDSI also will share eventually how much the wholesalers are ordering each week (this is how they will product revenue and COGs data down the road).
I'm sure someone in the know knows the answer... we get weekly Bun sales figures - but are daily ones accessible in some way/shape/form to some audience (e.g. some premium membership for XYZ). I could see this being only weekly on some batch processing basis, although it seems technically speaking there'd be a database with daily figures, updated daily. Thanks
Great pod cast and good notes over on twitter this morning. Love the correlation valuation of products which is basically your thesis all along......
Agree, smart, very informed presentation, but not much we haven't learned from mend and invest et. al..
I've been trying for a while to think of other drugs that are clearly best in class that have remained alsorans in their space and I haven't come up with any. I wonder if any of the other physicians on the board can think of examples in their respective specialties. Of course it might be hard to specify best drug as there are several factors, efficacy, safety, ease of use, price, and the importance of each varies with the situation, e.g., with cancer and life saving situations safety is often viewed more relatively, but I think you can get the drift of my question.
This is the time when you step away from the screen for a month or so (until we get notification of database lock for Clonidine trial).
BDSI is executing very well and this will be a completely transformed company a year from now.
Joe McCann is a very smart guy, he was a healthcare analyst at a hedge fund.
It's a really good podcast and I echo his sentiments on BDSI.
Specific mention of BDSI. Main point made is the current market cap is supported by Bun so Bema-Bup and TCG are "for free". (Alternatively as mend has pointed out previously, you could be picking EITHER Bun OR Bema-Bup right now and TCG isn't even being considered.)
Looking forward to Friday's sales figures...