I have never watched a generic launch before. Hence my interest - and hence my use of the qualifier, 'limited' experience.
But nonetheless I can't think of any particular reasons that it would be substantially easier to segregate channel filling from end user demand for a generic launch.
And a related question - has there been a generic priced at "only" a 15% discount to the branded?
I guess that I just continued to be worried that this seems to be such an unusual situation that I get little comfort from company statements, past situations, or game theory analysis. The numbers will tell the story.
And my understanding is that the numbers are available, but I don't have access to them and someone else does. Given the stock price, I am very nervous that the numbers are not good. As I am still very long, I hope that I am wrong.