Can BMS and AZ sell Bydureon? Doubtful.

Quote

Anonymous

Guest
BMS is so proud of its Ong sales, but MRK's Januvia continues to rocket ahead in the dpp4s. Victoza is still aging steam and the success of this buy out depends alot on selling Bydureon, not very confident in the ability to make it a success.
 
























I don't know about your area, but I now am 1 for 1 with Januvia/Janumet in my area, but I can't speak to how the GLP-1 Market will shape up yet. Should be interesting, especially if we fold these new drugs into our good MHC access and $10 cards.
 




People write victoza because of the dosing and coverage. If BMS/AZ get more coverage of the product (highly likely) bydureon is a no brainer and can be a blockbuster. Novo is running around telling doctors "patients get better compliance if they take shots once a day instead of once a week" Have fun making your patients be pin cushions!
 












I don't think the question is can BMS sell Bydureon, it's more of where and how they are going to position it. Their main focus is going to be Onglyza - for those who are not aware, GLP-1's compete with DPP-IV's, not insulin. If you do not understand this and diabetes in general you will not be able to market the product effectively. I personally think that Bydureon will loose MS because it will not be in the #1 position. It will only be in the #1 position with Endo's...Their are not enough Endo's to make Bydureon a market leader. Therefore, I think it will be a mediocre drug at best. I would stay away from BMS stock.
 




Anonymous said:
I don't think the question is can BMS sell Bydureon, it's more of where and how they are going to position it. Their main focus is going to be Onglyza - for those who are not aware, GLP-1's compete with DPP-IV's, not insulin. If you do not understand this and diabetes in general you will not be able to market the product effectively. I personally think that Bydureon will loose MS because it will not be in the #1 position. It will only be in the #1 position with Endo's...Their are not enough Endo's to make Bydureon a market leader. Therefore, I think it will be a mediocre drug at best. I would stay away from BMS stock.
Click to expand...

Hence, Lamberto overpaid for Amylin.
 




Anonymous said:
I don't think the question is can BMS sell Bydureon, it's more of where and how they are going to position it. Their main focus is going to be Onglyza - for those who are not aware, GLP-1's compete with DPP-IV's, not insulin. If you do not understand this and diabetes in general you will not be able to market the product effectively. I personally think that Bydureon will loose MS because it will not be in the #1 position. It will only be in the #1 position with Endo's...Their are not enough Endo's to make Bydureon a market leader. Therefore, I think it will be a mediocre drug at best. I would stay away from BMS stock.
Click to expand...


If you knew anything about diabetes you would know it is a PROGRESSIVE disease. ie you get a pt met. and a DPP-4 it isn't a cure all. Where are they going to go after a DPP-4? Only the most agressive PCP's and endo's use GLP-1s after metformin. DPP-4's and GLP-1's can most definitely coexist, and coexist sucessfully for that matter. Amylin hasn't sucessfully sold Byetta/Budureon by competing with an oral medication. Think about it....
 




Anonymous said:
If you knew anything about diabetes you would know it is a PROGRESSIVE disease. ie you get a pt met. and a DPP-4 it isn't a cure all. Where are they going to go after a DPP-4? Only the most agressive PCP's and endo's use GLP-1s after metformin. DPP-4's and GLP-1's can most definitely coexist, and coexist sucessfully for that matter. Amylin hasn't sucessfully sold Byetta/Budureon by competing with an oral medication. Think about it....
Click to expand...

Most physicians will laugh when the same rep comes in with both drugs. We will look like fools. Well rep ,which drug should I write. As the same rep tries to position, is that the word, both drugs, the doctor will not know what to do because both drugs do the same thing. When you say one is more effective than the other, the DPP4 looks like an inferior drug. You need to separate the drugs as the different companies had done, then all can be sold. One rep with both looks like a fool but that is what BMS will do. No marketing skills.
 








Anonymous said:
Most physicians will laugh when the same rep comes in with both drugs. We will look like fools. Well rep ,which drug should I write. As the same rep tries to position, is that the word, both drugs, the doctor will not know what to do because both drugs do the same thing. When you say one is more effective than the other, the DPP4 looks like an inferior drug. You need to separate the drugs as the different companies had done, then all can be sold. One rep with both looks like a fool but that is what BMS will do. No marketing skills.
Click to expand...

Thats because you think like a (bad) salesman, not a doctor.

And thats why doctors laugh at you behind your back. They dont want or need your advice about which drug to use. They just need the information about the drugs and the samples. You already look liike a fool...maybe you need to change your approach rather than treating these drugs as things to be 'sold'.

This isnt a contest to see how many Ricoh copiers you can sell to an office vs. Xerox copiers. Its a contest to see if you can make sure the office understands when its good to use a Ricoh vs. a Xerox, and that it doesnt decide to cheap out and copy things by hand to save on copier costs instead.
 








Anonymous said:
Thats because you think like a (bad) salesman, not a doctor.

And thats why doctors laugh at you behind your back. They dont want or need your advice about which drug to use. They just need the information about the drugs and the samples. You already look liike a fool...maybe you need to change your approach rather than treating these drugs as things to be 'sold'.

This isnt a contest to see how many Ricoh copiers you can sell to an office vs. Xerox copiers. Its a contest to see if you can make sure the office understands when its good to use a Ricoh vs. a Xerox, and that it doesnt decide to cheap out and copy things by hand to save on copier costs instead.
Click to expand...

What an asshole
 




Anonymous said:
Onglyza a "me too" drug, and so is Byetta....good luck selling...think very much overpaid for this "opportunity"!
Click to expand...

Onglyza: yes, it was approved after Januvia. Byetta: no, it was approved and promoted several years before Victoza. Thus, Victoza is the me--too GLP, but it was the first QD GLP. Bydureon is the first QW GLP.
 








Top Bottom
Back
Quote