You guys have to get real here....and again, I am long here until tomorrow morning, but you are talking about numbers that are completely unrealistic. If you want to get a dose of reality, think about the number of alcoholics out there, and look at the total number of those people that are using Vivitrol in the way that it was initially approved. You are not gonna see the kind of patient population actually getting on board with this drug as you are talking about. These people are not cancer patients looking for some extra time to live, for the most part they are just addicts looking for another fix. So this is not the easiest patient population to reach out to in the first place. If they could get a government deal to supply inmates with this stuff, now that would be something, but like I said at the start...the alcoholic population is larger than the opiate addicted population by many many times, and this drug is a money losing proposition in that area. The expanded label will help, but this will never never never be a billion dollar drug.
You cant compare alcoholism to opiate addiction. Two different animals. Watch all the positive press this will garner. I just heard it on the radio for crying out loud!! No kidding it was on the cnn newsbreak on the radio.
Think like the big sharks generally do (i.e. "FM sharks") and you'll get your answer!! If I've 1000s of millions lying around in my MM account, yielding only 0.1% or so, I sprinkle around couple-millions each, in the likes of ALKS. In the 2012-13 timeframe, this is a $50-75 range stock ... that's all I would care about then! Very, VERY BIG market reach!