Here are some possible road blocks I see affecting overall sales growth in the coming quarters:
1. Pharmacists are switching Uceris with symbicort. All they see is Budesonide on the script and switch it instead of filling as written. This is especially true when the pharmacy does not stock Uceris. While this is not a unique issue, I believe it is now costing the company a lot of missed sales opportunities due to its sheer distribution numbers.
2. There has been so much emphasis on Uceris that the other drugs have suffered in terms of sales growth. Granted, Uceris has tremendous margins and the focus on it has been justified to this point, but I think some attention needs to be diverted back to Zegerid and Glumetza.
3. There are still many large Gastro's who have not written a single Uceris script many of which site the burden of cost to their patients as a key reason.
I believe management will and in some cases has already been addressing these issues. For instance, they have recently added sales reps to help double up sales calls in larger markets.
Switching uceris with Symbicort? Switching a UC drug for one that treats bronchospasms? "I know your doctor prescribed uceris for your bowel condition, but as a pharmacist, I think you'd be better off on a medication for COPD, even though your history of medication use indicates no prior use of medications to treat any breathing irregularity. As a matter of fact, I think I will also conveniently exchange your Digoxin with 10mg of Zocor." Are you insane? A drug has to be INDICATED for a condition for it to be written for said condition, lest someone be held legally accountable. Last I checked, Symbicort is not INDICATED for symptoms associated with UC. You are many bricks short of a full load.
Point 1: "Pharmacists are switching Uceris with symbicort. All they see is Budesonide on the script and switch it instead of filling as written. This is especially true when the pharmacy does not stock Uceris."
Are you a pharmacist? This is illegal, symbicort is not generically equivalent to Uceris and contains a second drug used for asthma patients. Any pharmacy can order if they need to fill a Uceris script. How do you come up this. Any pharmacist who substituted Symbicort for Uceris could be brought before the Board and potentially lose their license. The points 2 and 3 are also not worthy really needing to be posted.