acor
30m is damn good for the first quarter
of course there was pent up demand and we have to see how many patients stay on drug, but i thought this drug woudl sell well (sales were somewhat telegraphed on the prior quarter's cc when management stated in the first month over 2k prescribers had written for the drug and demand was such that drug was on backorder for as long as a month)
i think it's interesting to compare valuation of ACOR with MNTA. i own both (but much more MNTA). looks like the 2 drugs are both on track to generate several hundred million a year for both companies, but MNTA has a technology platform and better pipeline. MNTA may or may not lose sole generic exclusivity, and ampyra loses patent exclusivity in 7 years or so (off top of my head)
all in all i think MNTA is the better value yet trades at a lower market cap
PS: recothrom did 12M this quarter and has a 22% market share by dollar sales
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