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Brintellix Not Roaring Out Of The Gate
It's much too early to call Brintellix's launch a failure, but given the challenges of launching a new depression drug into a market loaded with generic options, investors aren't going to be exceedingly patient. Sampling seems to have had some impact on reported sales, but Brintellix seems to be tracking around 60% to 80% of Forest Labs' (FRX) Viibryd launch.
At this point, Brintellix is being positioned later in treatment than management had hoped (meaning that doctors try a larger number of other drugs before going to Brintellix). This is an area where marketing can help, but it's worth remembering that Lundbeck has only just put together its U.S. sales force and partner Takeda has no previously experience in this therapeutic area.
A few drivers can improve Brintellix from here. First, Takeda and Lundbeck can get their feet under them, gain experience, and improve their marketing efforts and efficacy. Just as important, there will be additional data coming out on Brintellix, data that can support a better label and real differentiation in the market on the basis of more benign side effects (like sexual dysfunction).
It's much too early to call Brintellix's launch a failure, but given the challenges of launching a new depression drug into a market loaded with generic options, investors aren't going to be exceedingly patient. Sampling seems to have had some impact on reported sales, but Brintellix seems to be tracking around 60% to 80% of Forest Labs' (FRX) Viibryd launch.
At this point, Brintellix is being positioned later in treatment than management had hoped (meaning that doctors try a larger number of other drugs before going to Brintellix). This is an area where marketing can help, but it's worth remembering that Lundbeck has only just put together its U.S. sales force and partner Takeda has no previously experience in this therapeutic area.
A few drivers can improve Brintellix from here. First, Takeda and Lundbeck can get their feet under them, gain experience, and improve their marketing efforts and efficacy. Just as important, there will be additional data coming out on Brintellix, data that can support a better label and real differentiation in the market on the basis of more benign side effects (like sexual dysfunction).