I just realized something about the way Qsymia is dosed that I had not realized before.
There are FOUR dosages of Qsymia. The Qsymia website says that the MD should first write TWO scripts for Qsymia, one for the very lowest dose for short period, then one for the next level. That HAS to be two scripts because the doses are different.
BUT, after 12 weeks on the 2nd dose level, a NEW script for the titration dose will likely be written for 14 days. THEN, after 14 days, if the patient tolerates the higher dose, then they get either a NEW script for the highest dose or a NEW script for the dose they had before the titration.
Within FOUR months, it would go like this:
2 weeks on entry level - Script 1
12 weeks on low dose - Script 2
2 weeks on titration - Script 3
12 weeks on either high dose or back to previous level - Script 4
Within 16 weeks plus one day, the standard procedure would result in 4 scripts - each being a unique and NEW script.
With Belviq, there is just one dose level. There is no jumping back and forth or titration doses that beef up script count.
If we count the 15 day trial as a separate script (that is still up to debate on if that is how it is happening or if people are using the 15 day trial to discount their first 30 day, 60 day or 90 day fill), then at the same point that Qsymia patients will have been written FOUR scripts (as per the prescribing information on the Qsymia website), Belviq patients will have been written just one or two scripts at the most.
You might say "But a sale is a sale". Yes, but you must realize that the key thing is not how many times the cash register rings, it is how much CASH registers at the time. Those little starter doses and titration doses do NOT represent now patients. They represent the same patient making multiple small purchases.
So, while Belviq is now selling Twice as many scripts at week 16 as Qsymia, it is likely garnering at least 3 times more patients.
So, you mean Q's script right now which is about 10000 will be divided by 4 equals 2500 scripts..I think you're right, I noticed that Q scripts spiked after a month of B in the market.. May be VVUS realized that B will outface Q sales so they made a scheme.
Sentiment: Strong Buy
A couple of weeks ago an Eisai representative stated publicly that Belviq exceeded Q. I am sure he meant Qysmia by Q. The quarter is now history... in about 3 week s the truth will be out as VVUS and ARNA do their quarterly reports. Expect VVUS to pull some funny business and expect the street to cover their AZ.
who cares about VVUS sales. You need to focus on how little revenue ARNA generates. You try to take longs eyes off the ball of revenue growth here , which is pathetic. Sales X10 is still pathetic and you focus on meaningless data