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Replies to #29068 on Biotech Values
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DewDiligence

11/02/06 11:14 PM

#36806 RE: DewDiligence #29068

Woof

I’m on record for posting on numerous occasions that Vivitrol, the alcohol-addiction drug from ALKS and CEPH, would be a dog.

Well, it turns out that Vivitrol is a dog. Today, ALKS lowered the Vivitrol sales guidance for the fiscal year ending 3/31/07; the new guidance for cumulative fiscal-year sales is $5-10M.

At this rate, Vivitrol will not even outsell NTMD’s BiDil.

Morale: Trying to treat people who don’t badly want to be treated is a not a great business idea.