Which one makes sense? The article or the comment? I.e., which one has real impact: inventory or major patent cliff (Laxepro in March)?
The patent cliff in March is a fight between FRX and TEVA, and TEVA's pocket is 5 fold deeper than FRX's. In the first 6 months (from March to September), I expect the price of generic Lexapro will be about 80% of the branded and TEVA will occupay more than 70% of the market (i.e., about 25% of original 6 months Laxepro revenue would be saved for FRX. Indian companies and others will enter the market after September, and FRX would get 5-10% of original Laxapro revevue at best. That is irrelevant to FRX's inventory.