Biotech Values

[genisi]

All told, that’s a lot of twists and turns for a medium-sized drug like Yaz. Comments?

Found a comment by an Hungarian analyst covering Richter Gedeon:

Várkonyi said Teva wanted to salvage the opportunity from erosion.

"The launch was triggered by an erosion in the Yaz franchise (USD 782m brand sales) due to class-action lawsuits and the launch of the next generation oral contraceptive by the originator. We, therefore, view the main downside risk in prescriptions continuing to fall rather than from additional generic entries," the analyst said.

Teva has a 180-day exclusivity but in the light of generic Yasmin selling without new generic entries for two years now, exclusivity could last well beyond 180 days, he added.

http://www.portfolio.hu/en/users/regisztracio_info.php?t=cikk&i=20217&l=en