The TEVA/ATRS pen will be the only generic competitor. If you use the lovenox generic as an comparison there was only two firms in the market for the first year. Sales were rapidly split between the companies without a reduction in the pricing.
ATRS will get royalties & revenues from the sale of the injector to TEVA, but it probably won't be more then $20 - $25 million a year.
I've been an investor/trader of Southern Company in the past but I can't find a reason to buy even at the 52 week low. The management team has gone from looking like the best to the worse. How can you have two huge projects in development which are both disasters?
Positive sign that Wotten believes we'll have a good feel for the sales trajectory by mid-year. I would have assumed him to be very conservative & say its going to take at least a year. The only bad thing is that Adam Feurstein & the shorts will bash the numbers initially.
If ATRS can reach $2 million in sales per month for Otrexup then shorts are toast which is about 3,500 scrips per month or 1.2 patients per rheumatologist. Once you've got a patient on drug then the refills will drive sales growth. If the sales reps can't meet that objective then they need to be fired.
Yea, bazooka. We need to set it up once Otrexup's launched. Will you find out how much the retail cost is for a vial of methotrexate? I've been asking a pharmacist but she hasn't provided the numbers.
I know the cost of methotrexate has gone up in the last year so it would be interesting to know the cost if an individual just used a basic needle & syringe & drew the medication up for himself. The vials are preservative free so individuals should not be drawing up multiple doses but they do. Thanks,
You have any idea how far along they are in development of an oral formulation? Have you ever heard Frost mention they were working on it? Pretty exciting if they get it into a trial.
For the week ending December 6, recording total prescriptions (TRx) of 128. The week’s TRx count marks a substantial increase over those recorded weeks prior (~800% compared to TRx of 14 for the week ended Nov. 29), perhaps reflecting an unreliably low capture rate related in the launch's nascence. Cumulative Rx dollars
get some upgrades & buy-out rumors. The stock will jump $20 or $30 in a day.