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Impax Laboratories Inc. (IPXLE) Message Board

  • bullrun321 bullrun321 Aug 20, 2003 3:30 PM Flag

    Market share keeps shrinking, P&G

    now has lined up for 25% of the prilosec market and with the other majors taking their cut that leaves IPXL in the dust, no marketing power like the big dogs. Claritan keeps shrinking and shrinking as cheaper India firms grab that market share, this company needs to find more niche drugs with less competition, or they'll never be profitable.

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    • For the conventional dosage form (10 mg), the players are crowded. For other forms such as long-acting and orally disintegrating, there are a few players. The market and profit are assured.

      • 1 Reply to ilufafa2002s
      • I confirm what ilufafa posted: IPXL does not play with the conventional 10-mg formulation.

        IPXL has had D12H (2 player only), D24H (2 Player only) and ODT (3 player only).

        For gPrilosec, P&G only goes to otc market for
        20-mg. The proscript market still includes all three strength. Now, 8 players still are there (ADRX and Genpharm are out by "first wave"). The total number of players has to be determined by the "second wave". But IVX join the play later indicating the profit is still attractive.

        IPXL can enter gPrilosec ring anytime. I like them taking some time to do an evaluation.

        Audrey Snell (Brean Murray) said "visibility is clear" about two very large drug (gWellbutrin and gPrilosec). She put a $17 target. Macheal Tong (Wachovia) set a target of $17-19 based on similar criterion. Barry said "theoretically IPXL could be profitable in 2003". Because MYL and Lek (Novartis) entered the gPrilosec ring. IPXL can have a earlier time (than 2004) to launch gPrilosec.

        The low volume tell you "be patient". WATCH THE VOLUME closely and don't listen to somebody without basic knowledge about the company.

 

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