old article but it details competitive sales picture in 2009!
Amag is in an enviable position...they have a premium priced product w/ a new label and safety issues behind them! The market leader Venofer is about to get spanked on QC issues, an FDA investigation is sure to follow the AE reports which are reported on Hospital use frequently and V. supply will be down dramatically for months to come!This could be the huge opportunity that Feraheme needs in selective Hospital Markets to gain access quickly! I would be on this like Flies on Chit!
Amag can sign new hospital contracts now even in their niche markets pending new approvals and label expansion and still maintain premium pricing. I would do some selective volume rebates to large buying groups if that opened up new GUARANTEED buying opportunity for me as well!It would be based on USE and not buying and the return policy would be waived!
sweet spot for amag next several months!we could see $25 soon!