I'm guessing the script data for Vimovo is not looking good. Anyone seen the most recent data? Because POZN is so small, it would be nice if the company would release that to the public. It gives a slightly unfair advantage to large investors who can pay or pharma salespeople who have access.
I don't think it's script data. I still remember about 1 month before POZN released Q2 FR, the PPS is going up leading me to think that Vimovo sales were going up. But results just showed 6M sales in Q2. So I guess lots of people including big investors don't know the sales.
There is one big difference between Vimovo/Trex and PA. The difference is which tier it will land in for co-pay. PA will be priced a lot less. I believe Vimovo is priced too high. The generics must believe there is a significant market, even at generic type prices.
PA's problem will be to get the doctor's attention via the social media strategy.