Thu, Oct 23, 2014, 2:00 PM EDT - U.S. Markets close in 2 hrs.

Recent

% | $
Quotes you view appear here for quick access.

Forest Laboratories Inc. Message Board

  • frankposting frankposting Apr 13, 2012 5:46 PM Flag

    Lowest Consensus in Years

    Current FY13 consensus is $1.12, the lowest one in many years, but Goldman (Sell rating on FRX) expects even a lower one. Ouch!!!!

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • IN:

      Linacletide (Constipation ETC), PDUFA June 2012, "half and half" sharing with Ironwood, competing with Amotiza -- $200M sales in 2010.

      Aclidinium (COPD), PDUFA delayed to Sep 2012, CV-death possibly proportional to dose is concerned.

      Levomilnacipran (MDD), possible approval in 2013, too many antidepressants in the MDD market, many are very cheap and very efficacious generics.

      Namenda XR (once daily, AZ), approved in 2010, launching in late 2012 or early 2013 in order to soften the impact to FRX's own Namenda (twicw dialy).

      OUT:

      Lexapro, genericized in March 2012, full generic-impact starting Sep 2012. 2013: the first full year under the full impact.

      Bystolic, FDA's 30 months stay (to ANDAs) ending in Sep 2014.

      Namenda, Cliff in March, 2015.

      Namenda XR, only Use Patent after the Namenda Cliff in 2015. It is possible that Namenda XR to be genericized soon after genercized Namenda.

      • 1 Reply to frankposting
      • Repost with editing:

        IN:

        Linaclotide (Constipation ETC), PDUFA is June 2012, "half and half" sharing with Ironwood, competing with Amitiza (Takeda) -- $200M sales in 2010.

        Aclidinium (COPD), PDUFA delayed to Sep 2012, CV-death possibly proportional to dose is concerned.

        Levomilnacipran (MDD), possible approval in 2013, too many antidepressants in the MDD market already -- many are very cheap and very efficacious generics.

        Namenda XR (once daily, AZ), approved in 2010, but will be launching in late 2012 or early 2013 in order to soften the impact to FRX's own Namenda (twice daily).

        OUT:

        Lexapro, genericized in March 2012, full generic-impact starting Sep 2012. 2013: the first full year under the full impact.

        Bystolic, FDA's 30 months stay (to ANDAs) ending in Sep 2014.

        Namenda, Cliff in March, 2015.

        Namenda XR, only Use Patent after the Namenda Cliff in 2015. It is possible that Namenda XR to be genericized soon after genericized Namenda.

 

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.