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ABBV announced WAC price increase of Humira by 7.9% today
Just curious do you have a source for the 80% number (seems about right either way)?
8-21
NRx: Copax = 2527 Glatopa = 301 Total = 2828
TRx: Copax = 10489 Glatopa = 822 Total = 11311
the SG opinion on enox, strong glatopa approval (FDA was a lot less revealing than enox...seems like MNTA should have a good run as sole Gx) & launch and biosim partnership by EOY are what brought me back in (my cost avg is currently higher than the current price unfortunately ;)
Well let's keep rolling down that list! :)
Here's the full MYL PR:
Mylan Confirms the U.S. Patent and Trademark Office Institutes Inter Partes Review Proceedings against Two Copaxone® 40 mg/mL Dosing Patents
HERTFORDSHIRE, England and PITTSBURGH, Aug. 25, 2015 /PRNewswire/ -- Mylan N.V. (MYL) today announced that the U.S. Patent and Trademark Office (PTO) has instituted inter partes review (IPR) proceedings against two Copaxone® 40 mg/mL patents, U.S. Patent Nos. 8,232,250 and 8,399,413, owned by Yeda Research & Development Co., Ltd. and licensed to Teva Pharmaceuticals Industries Ltd. The patents relate to methods for the treatment of multiple sclerosis through the administration of at least three 40 mg subcutaneous injections of glatiramer acetate over a period of seven days with at least one day between each injection. Mylan also has filed another petition for inter partes review of a related patent (U.S. Patent No. 8,969,302), which the PTO is expected to act upon shortly.
Mylan CEO Heather Bresch commented, "We believe that the patents at question are invalid and are pleased that, in instituting an inter partes review on all claims, the PTO has determined that there is a reasonable likelihood of prevailing on the invalidity assertion. We believe our generic version of Copaxone 40mg/mL represents an exciting first-to-file opportunity for Mylan."
In August 2014, the U.S. Food and Drug Administration accepted Mylan's abbreviated new drug application (ANDA) filing for a three times per week Glatiramer Acetate Injection 40 mg/mL, the generic version of Copaxone 40 mg/mL Mylan believes it is one of the first companies to have filed a substantially complete ANDA containing a Paragraph IV certification for this product and expects to be eligible for 180 days of marketing exclusivity in the U.S. upon final FDA approval.
Copaxone 40 mg/mL had U.S. sales of approximately $2.6 billion for the 12 months ending June 30, 2015, according to IMS Health.
TEVA/MNTA/MYL Copaxone Patents: USPTO institutes IPR challenges against its patents covering Copaxone. USPTO says there is reasonable likelihood of unpatentability
Would have to be I'd imagine. Any idea the implications besides what would seem like an easy invalidating in court (just guessing that's the case with this)?
From twitter: $TEVA - USPTO institutes IPR challenges against its patents covering Copaxone. USPTO says there is reasonable likelihood of unpatentability
8-14 Rx #s
NRx: Copax = 2657 Glatopa = 335 Total = 2992
TRx: Copax = 10380 Glatopa = 833 Total = 11213
Thise #s tweeted are from IMS and the #s I posted and Halo posts on twitter are symphony.
prob a combination of that, the bullish options and the bernstein PT upgrade
Sept $29 calls - heavy volume on them today if anyone cares to take a guess as to what it means! :)
Glatopa weekly Rx per symphony - Bit of a decline last few weeks
8-7
NRx: copax = 3300 glatopa = 436
TRx: copax = 11276 glatopa = 841
Glatop weekly Rx per symphony - Bit of a decline last few weeks
8-7
NRx: copax = 3300 glatopa = 436
TRx: copax = 11276 glatopa = 841
V-Pak Rx #s.. Haven't seen these posted in a while here or on twitter so figured I would. Seems to be picking up a bit lately.
7-31 TRx = 1069 NRx = 710
7-24 TRx = 1003 NRx = 574
7-17 TRx = 1071 NRx = 629
7-10 TRx = 871 NRx = 468
looks like it. But i'm pretty sure based on TRx/NRx quantity #s that the copax #s include both 20mg and 40mg
Here #s for 7/31.
NRx: copax = 3261 glatopa = 521
TRx copax = 10415 glatopa = 879
Last ones I posted were for the week ending 7/24. I'll have 7/31 tomorrow sometime in the afternoon.
Anyone catch the CC? Haven't had a chance to listen yet
good point (eom)
Collaborative research and development revenue for the second quarter of 2015 was $25.6 million
Only thing I can think of is perhaps it also renegotiates damages for the patent case otherwise looks like Sandoz got the best of that?
My pleasure! Since I'm back in MNTA I don't mind doing it and sharing, of course :)
Yeah that's a bit silly to say it's peaked 5 weeks into launch.
7/24
TRX: Copax = 10,777 Glatopa = 957
NRX: Copax = 3,324 Glatopa = 755
NRX Quantity: Copax = 67,971 Glatopa = 26,198
I'm guessing that's for June. Here are 7/17 #s. Waiting on 7/24
TRX: Copax = 10,977 Glatopa = 939
NrX: Copax = 3,008 Glatop = 794
Also, that high tens of thousands # was NrX quantity.
My friend is back Thursday so I should have them then.
Nope! He's still on vacation (jerk!!). Yeah, I'm surprised too. The Rx #s are accessible to anyone with access to a bloomberg terminal
I haven't seen scripts yet (guy I get them from is on vacation), but will post once he gets back (prob monday).
Speaking of "third player" has MYL said anything lately about their application?
These are from a bloomberg terminal Jbog. I'm not making it up (how long have I been posting here?). I can post a picture of it if that makes you feel better.
FWIW (not much, I know :)) I bought back in MNTA today (sold way to early). The strong Glatopa launch + the Lovenox case developments were the key factors.
Thanks. Makes sense.
Ah that actually makes why the nrx is so high because of the auto-refill part. 3 weeks in and 10% of the TRx is pretty damn good if you ask me.
Here are TRx counts:
7-10: copax 10,724 glatopa 963
7-2: copax 9866 glatopa 526
6-26 copax 11337 glatopa 20
Here's what I've seen through bloomberg. I don't really get how the Rx counts work for copax as it's quite different than the hcv drugs (these #s seem huge for nrx that quickly?). It also doesn't say whether this is both 20mg and 40mg or not
This is what it has for NRx
7/10: Copaxone = 58,173 Glatopa = 28,056
7/2: Copaxone = 50,551 Glatopa = 16,075
6/26: Copaxone = 53,193 Glatopa = 600
Trx 216,000 and Nrx 53,193. I'm not sure if that's just 20mg or both.
Week of 6/26 is first week it seperates Glatopa out and TRx/NRx is 600
My friend has access to Bloomberg but didn't see any Glatop Rx info only Copaxone...