Only when patients exhausted all other things then Iclusig may come to play. That leaves ARIA revenue from Iclusig a peanut.
It was confirmed.
Is that important for a limited drug store to go positive in 2014? Then RAD with lower price looks better option.
After all, RAD does not need those high paid salesmen. This is a speculation that HZNP goes positive in 2014 and 8 cents income deserves nothing over $3 price.
Why are you looking for other pharmas like hZNP. First, HZNP is not a pharma but a sale organization that is selling a few generic like drugs. It call itself pharma which is misleading.
Second, it can be duplicated easily with much lower capital and overhead. I call it Horizon drug store.
Third, there are a lot of risks in this kind of business because a) many alternative to their drugs b) sale force is pushing and holding the sale and any change from the sale force, insurances or ACA may dry out HZNP revenue in a matter of a few weeks.
Look at Vimovo that was dropping 2% per week after some change in sale force. This can happen to all 3 HZNP drugs and the company may be forced to reduce its sale force and domino scenario will push the company to go out of business.
Happy Xmas and new year
well, I know that some investors are puzzled with rapid rise of HZNP but there isn't any fundamental change except HZNP drug store will sell one more drug but also has to hire 112 pushy salesmen to waste doctors' time for selling this new generic drug but charging an arm and leg for it. How long does HZNP can continue with fooling people. Even HZNP management did not believe current HZNP prices. But don't worry, whatever goes up with no reason, will come down with no reason either. The smart traders/investors exit before this is down to where it belongs.
This company does not develop anything and it does not have money to buy anything. If it does not sell those generic drugs at high prices then it will go down faster than a crashing airplane.