Replies to post #114298 on Biotech Values

[pollyvonwog]

NOTE: For the first time the analyst who provided the numbers commented that TEVA has a generic near approval that will take the majority of the generic market (FWIW).

That's a bit of a contrast from Marth's quote today, eh?

[10nisman]

NOTE: For the first time the analyst who provided the numbers commented that TEVA has a generic near approval that will take the majority of the generic market (FWIW).

You've got to be joking... Wasn't TEVA's generic near approval more than 7 months ago? I love the "will take the majority of the generic market" part. I hope for his sake he was talking about an entirely different generic.

10nis

[DewDiligence]

Monthly Branded and Generic Lovenox Scripts

I’ve converted the weekly script numbers to average weekly
figures for each month, which gives a better picture of the trend.
Since the launch of generic Lovenox on 7/23/10, the generic has
increased the number of scripts and the script share in every
month and its share is now about 55%. (Thanks, Rocky.)

 
                           Script 
         Avg Wkly Scripts  Share of 
 Month   Branded  Generic  Generic 
 0111     25,279   31,124   55.2% 
 1210     25,767   29,332   53.2% 
 1110     28,082   28,081   50.0%   
 1010     30,398   26,412   46.5% 
 0910     31,319   23,304   42.7% 
 0810     37,611   16,876   31.0%

[DewDiligence]

For the first time the analyst who provided the script numbers commented that TEVA has a generic near approval that will take the majority of the generic market.

This analyst is evidently clueless insofar as Teva has not even submitted its response to the FDA’s questions (see transcript in #msg-59688528); until then, approval is an impossibility.

Please don’t tell the analyst that he/she is clueless, however; I would like to continue to get the weekly script numbers :- )

[Rocky3]

Numbers for scripts, including original info:

Week Lov. m-en

7/9 51,269

7/16 54,721

7/23 54,237

7/30 52,702 1,702

8/6 42,721 11,865

8/13 38,500 16,028

8/20 36,016 18,719

8/27 33,208 20,890

9/3 32,863 22,132

9/10 30,021 21,437

9/17 31,104 24,377

9/24 31,289 25,271

10/01 30,631 25,887

10/08 31,179 25,803

10/15 30,066 26,278

10/22 30,362 26,809

10/29 29,753 27,284

11/05 29,456 27,369

11/12 28,568 28,337

11/19 28,101 28,998

11/26 26,202 26,618

12/3 26,393 28,983

12/10 27,037 30,355

12/17 26,059 30,640

12/24 25,864 30,044

12/31 23,480 26,639

1/7 24,002 28,768

1/14 25,301 31,571

1/21 25,538 31,724

1/28 26,276 32,433

2/4 25,443 32,047

2/11 24,938 33,172

2/18 22,003 36,072

2/25 18,692 38,809

3/4 17,078 42,449