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Cave In Temptor

08/17/14 6:41 PM

#3655 RE: jab91252 #3654

Very good points !!

Regarding YMB, do they give any argument to support such a successful Rasuvo launch ?
Maybe they know Medac has decided to price it ultra-cheaply, destroying value for themselves too (price wars are always lose-lose situations), and possibly taking a loss just to take market share from Antares...
Or is this a mine is bigger than yours kind of discussion ?
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Jon20ABX

08/17/14 7:48 PM

#3656 RE: jab91252 #3654

Jab. You "get it" (not that I'm surprised) :) Those who claim that Rasuvo will take share from Otrexup by simply showing up are NOT seasoned business people. Naïve perhaps (or worse), but not seasoned business pros as yourself. Some inroads will be made over time, but those inroads won't be easy.

The last place you want to be as a competitor is second to market with a "vanilla" product that has NO pricing, user, or product benefits versus the first to market product leader. As you said, an over the counter device coupled with a generic drug doesn't create a compelling value proposition. And no, they can't price themselves into a "value" position either. Antares no co-pay strategy all but destroys that line of thinking except for a small (single digit) percentage of potential users.