LOOK AT NOVARTIS BOARD -THEIR DERM PRODUCT

[Anonymous]

INFO ON THEIR DERM PRODUCT

THEY ARE GOING TO TRASH ENBREL--UNFORTUNATELY

 

[Anonymous]

It was approved yesterday. They have a head to head against Enbrel.

 

[Anonymous]

It was approved yesterday. They have a head to head against Enbrel.

Humira, Stellara, Otezla, and now Consentx will further take Enbrel share....

 

[Anonymous]

Humira, Stellara, Otezla, and now Consentx will further take Enbrel share....

Yep. Innovate or Die. Welcome to the economic world of creative destruction.

 

[Anonymous]

INFO ON THEIR DERM PRODUCT

THEY ARE GOING TO TRASH ENBREL--UNFORTUNATELY

And a head-to-head with Usteki. But give it a break, Enbrel is not the target

 

[Anonymous]

Enbrel IS a target. My best friend is now a rep with them. She says they are targeting Enbrel BIGTIME!

 

[Anonymous]

Enbrel IS a target. My best friend is now a rep with them. She says they are targeting Enbrel BIGTIME!

Why not target the market leader in Derm?

 

[Anonymous]

Why not target the market leader in Derm?

Because Humira has good access and is favored by derms. Enbrel first before going after the big dawg.

 

[Anonymous]

Because Humira has good access and is favored by derms. Enbrel first before going after the big dawg.

exactly--go after the low-hanging fruit. They want to make it a 2-way race.

Be prepared for drops.

 

[Anonymous]

Yep. Innovate or Die. Welcome to the economic world of creative destruction.

Brodalumb.

 

[Anonymous]

Brodalumb.

Kinda like Pepsi

 

[Anonymous]

Buckle up. Cosentx is awesome.

 

[exATOite]

Blah blah blah - last year, all the outsiders were saying same thing about Xeljanz. IMNSHO, AMGN will kill Enbrel internally, via bad decisions for "modernized" delivery systems.

Sayeth Decision Resources:
"The Rheumatoid Arthritis Drug Market Will Grow to $18.2 Billion in 2023, Driven by the Uptake of Oral Jak Inhibitors and Non TNF-alpha Biologics

The Imminent Entry of Biosimilars Will Constrain Sales of Branded Biologics and Premium-Priced Emerging Agents, According to Findings from Decision Resources Group


September 16, 2014 - Burlington, Mass. – Decision Resources Group finds that the rheumatoid arthritis (RA) disease-modifying antirheumatic drug market will increase from $14 billion in 2013 to over $18.2 billion in 2023 in the United States, France, Germany, Italy, Spain, the United Kingdom and Japan. TNF-alpha inhibitors will remain the leading drug class in both sales and patient shares in the RA market, but growth will be constrained and patient shares will decline due to the uptake of oral Janus kinase (Jak) inhibitors and the entry of alternative biological agents. In particular, the growth of the Jak inhibitor drug class, driven by the anticipated approval of Pfizer’s tofacitinib (Xeljanz) in Europe and two emerging drugs (Eli Lilly/Incyte’s baricitinib and Vertex’s VX-509), will be the major contributor to the growth of the RA market from 2013 to 2023. Biosimilars of major TNF-alpha inhibitors—Janssen/Merck/Mitsubishi Tanabe’s Remicade, followed by Amgen/Pfizer/Takeda’s Enbrel and AbbVie/Eisai’s Humira—are expected to launch by the end of 2014. While the uptake of biosimilars will constrain the sales of TNF-alpha inhibitors, it may help maintain the patient share of this drug class in the face of emerging therapies."

 

[Anonymous]

There is a waiting list at my offices in Chicago for Cosentyx. Enabrel is over.

 

[Anonymous]

Enbrel IS a target. My best friend is now a rep with them. She says they are targeting Enbrel BIGTIME!

One of my best friends is a rep for them too. She told me the same thing. I, too, know 2 nurses. They are super busy now with orders for their drug. We will struggle.

 

[Anonymous]

Well, I'll top yours, My best friend and sister is a rep for them in CA. She said they can't keep up with the demand. WE all have a friend or nurse friend who is selling this drug, and we are all hearing the same story. It's not good for Enbrel. It's the low-hanging fruit. They will slaughter us. Be prepared. It's over. I've been with Amgen 5 years, and this is BAD!

 

[Anonymous]

My wife is a nurse with them. She says there are too many orders, and they don't have drug yet.

 

[Anonymous]

My wife is a nurse with them. She says there are too many orders, and they don't have drug yet.

AMGEN is screwed. LCZ696 will destroy IVA and this NOVARTIS drug will be the end of Enbrel derm. Not to mention Otelza and soon Xejanz getting PsO approval as well.

 

[Anonymous]

Amgen is about to be novartis's beeeoootch