DSCO's Sufraxin monopoly on Infant Respitory Distress Syndrome
Premature babies, or those that have passed meconium in utero depend on Sufraxin. It's either DSCO's drug or an animal derived alternative. Discovery owns this market segment. I expect quarter over quarter revenue growth year after year since there isn't an alternative.
DSCO does not have a monopoly. There are already two drugs that service the US market. Both are surfactants, animal derived. They can only be used to treat newborns because of issues regarding immune reactions. Unfortunately, because of bad reactions to Surfaxin in previous trials, the FDA has also restricted Surfaxin to RDS in newborns. The FDA has specifically required the Prescribing Instructions issued to doctors to state that Surfaxin Is Not indicated for ARDS. So, DSCO is now the third drug available for newborns and is limited to the newborn market.... same as the other two.
You may read the prescribing instructions for yourself on the DSCO website.