I was under the impression that none of the products considered needle movers have been filed yet. I would agree that those two pending approval don’t sound massively impactful. Positive, but not game changing.
I figured Oxy was likely one of the big ones, with a possible Concerta and whatever else.
the "needle movers" of the Dopamine agonist at $12.4 M filed in December 2022 which should have a PDUFA date around October- November 2023 and the Antimetabolite of $42M with a PDUFA date of March 2024.