anonymous
Guest
anonymous
Guest
Think about this drug for a minute. It’s an atypical that has a schizophrenia indication. It has less EPS, at least in the studies. It works on glutamate. It’s a little different. It will compete in a market that’s 97%+ generic. How profitable will it be for the company with the rebates they will have to pay for coverage, and the cost of doing business? What effect will future government regulations have on it, and other brand drugs? Is it really that much better, and will the docs see the amazing superiority of it vs competitors? In rural areas, the CMHC’s will be the targets because a lot of psychs just don’t treat schizophrenia anymore and ship them off, especially in poor areas. The CMHC’s are under tremendous pressure to lower their costs, and their patients are mostly Medicaid.
It is very much possible that this drug will be viewed as just another atypical that’s a little better for schizophrenia, but nobody can get it because of lack of managed care coverage. Time will tell.
good thoughts above. Here are a few other to consider.
1. Long acting injectables for Schiz are growing and improving compliance
2. MOA and side effect
Profile Look good. Enough to differentiate there
3. Schiz is entry point. Bigger play is BP and MDD. Huge market and unmet needs. MOA and side effect profile could help differentiate
4. Latuda which is a multi billion dollar brand launched with Schiz only. People laughed at Sunovion for
Launching a branded in a generic market. Sunovion is laughing all the way to the bank
lots to consider here. Some good some bad.
Best of luck to all