Teva must be very aggressively offering incentives to the Pharmacy benefit managers to stay on their original formulation. Novartis may be waiting to see how the market develops with three players in the market. It has only been a month. I was surprised..
It's unclear whether NVS has launched 40mg Coapxone. On MYL's webcast yesterday, Jami Rubin (Goldman Sachs) appeared to be trying to get MYL to confirm whether NVS has launched, but MYL's executives did not reply on point.