Pharmacies and renal units being told by Venofer reps that only limited supplies will be available from existing Luipold stock and that they can't guarantee short-term availability once those run out.
jrus...Im out of the field now and retired...can AMAG fill the supply weakness iyo?I can not see amag lowering p when supply is short so I rather doubt any rebates offered going forward... in fact I would take em off the table, period. This means Q-2 could be a blow out quarter!I would not be selling any amag shares this summer! That would be ludicrous now!Not even trading shares at this point!Frank
Don't know if they can fill the demand with their product. Don't think AMAG's execution has been great. This is probably the biggest opportunity since their drug got approved.Also heard that Sanofi's Ferrlicet product is experiencing shortages - lets hope AMAG can rise to the occasion. Do think they should have a record Q2-Q3