Replies to post #29600 on Intellipharmaceutics International Inc. (IPCI)

[fred198484]

Bloomberg Intelligence: Molecule Detail
Molecule QUETIAPINE FUMARATE (RX_06147 Comdty)

View TRX Count By Strength By Month

ACCORD HEALTHCA

Strength 07/31/2017 06/30/2017 05/31/2017 04/30/2017 03/31/2017 02/28/2017
Total 394.07k 396.47k 390.98k 373.51k 415.64k 364.16k
100MG 85.90k 95.02k 94.15k 92.65k 102.79k 86.44k
25MG 85.13k 88.41k 88.89k 81.68k 91.35k 78.43k
50MG 75.83k 77.90k 74.77k 70.15k 73.13k 62.79k
200MG 51.99k 51.43k 49.25k 43.40k 51.08k 47.97k
300MG 50.90k 42.39k 43.18k 45.18k 52.68k 45.51k
400MG 41.21k 39.90k 40.74k 40.46k 44.61k 43.01k
150MG 3.12k 1.42k 3.00

Source: Symphony Health Solutions 

[doogdilinger]

If I remember right Mallinkrodt themselves told enquiring minds that were emailing them in June that they were in fact prep'n to hit the ground running but that it was obviously going to take them some time to start fully penetrating their target market.

But that doesn't mean that Mallinkrodt didn't order a crap load of SeroquelXR from IPCI in June right!

So the only thing that matters is how much SeroquelXR MNK ordered from IPCI during IPCI's fiscal Q3 not how rapidly MNK began ramping up monthly sales.

Mallinkrodt did sign the deal to get their hands on IPCI's SeroquelXR to make money after all right...and we will know when IPCI's fiscal Q3 results are posted in about 6 weeks time how much SeroquelXR MNK ordered June through August...not how much SeroquelXR MNK sold during their initial 2+ months of launch:)

[fred198484]

Bloomberg Intelligence: Molecule Detail

Molecule QUETIAPINE FUMARATE (RX_06147 Comdty)


LUPIN PHARMA

Strength 07/31/2017 06/30/2017 05/31/2017 04/30/2017 03/31/2017 02/28/2017
Total 224.59k 215.09k 224.82k 217.48k 225.89k 203.14k
100MG 53.82k 51.75k 53.63k 52.16k 54.17k 48.90k
50MG 47.57k 45.41k 48.01k 45.94k 47.75k 42.75k
25MG 47.01k 45.12k 47.07k 45.59k 47.72k 42.89k
200MG 29.70k 28.43k 29.73k 28.87k 30.10k 26.84k
300MG 26.84k 25.73k 26.45k 25.82k 26.84k 24.21k
400MG 19.65k 18.65k 19.92k 19.10k 19.31k 17.55k

Source: Symphony Health Solutions 

[fred198484]

Sorry - those were total prescriptions not revenues - let me try again. Obviously, those two companies were selling it before June as well.

[fred198484]

Here may be a simpler way to look at it - this is almost all the sellers of Seroquel XR generic by monthly revenues. There are several more below MNK but they did not fit on the screen.

Bloomberg Intelligence: Molecule Detail
Molecule QUETIAPINE FUMARATE (RX_06147 Comdty)

View TRX Dollars By Manufacturer By Month

Manufacturer 07/31/2017 06/30/2017 05/31/2017 04/30/2017 03/31/2017 02/28/2017

Total 602.15M 614.33M 629.12M 586.80M 639.82M 560.06M

ACCORD HEALTHCA 178.56M 175.31M 172.02M 166.76M 185.40M 164.97M
LUPIN PHARMA 101.62M 96.77M 100.71M 97.98M 100.56M 90.19M
TEVA USA 65.56M 66.28M 67.36M 60.10M 65.27M 52.02M
ASCEND LABS 48.47M 47.32M 42.84M 34.36M 28.29M 17.00M
NORTHSTAR RX LL 46.30M 50.22M 55.22M 49.35M 52.39M 42.00M
ASTRAZENECA 39.52M 42.82M 44.67M 41.43M 48.02M 43.85M
APOTEX CORP 31.18M 38.20M 38.54M 34.04M 36.71M 32.30M
PAR PHARMA 21.49M 26.67M 34.99M 35.18M 38.03M 32.92M
BLUEPOINT LABS 19.92M 20.68M 21.23M 19.23M 23.35M 21.81M
SUN PHARMA GLOB 15.48M 23.64M 27.13M 24.05M 26.44M 22.48M
MACLEODS PHARMA 12.51M 2.88M 1.37M 325.63k 46.98k 6.10k
WEST-WAR/ROXAN 7.79M 9.70M 12.87M 16.19M 26.27M 30.64M
TRUPHARMA, LLC. 7.58M 6.16M 1.65M
DR.REDDY'S LAB 2.34M 3.07M 4.15M 4.18M 4.56M 3.88M
UNICHEM PHARMA 1.52M 1.92M 1.62M 1.38M 1.93M 3.61M
SANDOZ INC 1.39M 1.63M 1.84M 1.75M 2.11M 2.05M
MALLINCKRODT PH 412.51k 138.47k
MAJOR PHARMA 185.83k 363.66k 461.73k 261.91k 134.17k 54.23k

Source: Symphony Health Solutions