AVNR also faces two other major issues in selling Nuedexta that we believe have largely been overlooked by analysts and investors: lack of marketability for drugs to treat PBA due to the nature of PBA as a relatively non-threatening symptom rather than a condition in and of itself ..., and competition from antidepressants...
It goes on to say that the estimates of the prevalence of PBA are "perverted".
If that is the case, then why on earth would ANY generic drug co. be spending money to try and get their version of this worthless drug on the market???
One thing does not completely negate the other.
The article maintains that Nuedexta revenues will be much smaller than Avanir has led people to believe.
That does not mean it is not worth something to the generics to make a generic dex/quin.
For example, is $225 million of peak dex/quin revenues worth divvying up by the generics? Probably yes.
$225 million is a lot less than one would think Avanir will sell based on its description of the PBA market.