Agile Therapeutics Inc (AGRX)

[bUrRpPPP!]

Ultimately now what it comes down to is insurance coverage. It usually takes about a year for medical plans to get on board with a new drug. The biggest hurdle is that there are a already a dozen low dose generic birth control pills available already for decades...
Apri (desogestrel and ethinyl estradiol)
Aviane (levonorgestrel and ethinyl estradiol)
Levlen 21 (levonorgestrel and ethinyl estradiol)
Levora (levonorgestrel and ethinyl estradiol)
Lo Loestrin Fe (norethindrone acetate and ethinyl estradiol)
Lo/Ovral (norgestrel and ethinyl estradiol)
Ortho-Novum (norethindrone and ethinyl estradiol)
Yasmin (drospirenone and ethinyl estradiol)
Yaz (drospirenone and ethinyl estradiol)

So the low dose patch is more of an add on to the long list of options... market share may be in the 2-3% range...Twirla is by no means a game changer or even a blockbuster since its not a new drug...it is just a new way to take the drug that is already available. Twirla is more of a new "delivery" system for the same old drugs. The best case for AGRX is a quick buyout within 30 days. BTW the FDA approval also came with some expensive requirements like running a new study that won't end till 2038. Studies mean $$$$$$.