Phathom

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anonymous said:
I am not aware of any 'areas' this drug is taking off in. Certainly not the two Hp products. And does anyone wonder why Takeda just didn't launch PCAB in US? I assume it is because their market analysis showed it was a very risky venture. US market is flooded with cheap OTC PPIs; how is a PCAB going to compete with this?
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This is the question everyone should be asking themselves
 






anonymous said:
This is the question everyone should be asking themselves
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Takeda US focused on developing Dexilant while Japan focused on vononprzan.Takeda was trying to get out of the primary space and into specialty so they de-prioritized anything of the sort (including Dexilant) in the US. If you know anything about Takeda, the US division operates very differently than Ex-US. Phathom was created by Tachi, a famous GI who was the CMO at Takeda. He didn't agree with their US strategy and created a new company (phathom) out of the licensed rights to the drug.

There's not a crazy conspiracy here like you want troll boy. Move along.
 






anonymous said:
Takeda US focused on developing Dexilant while Japan focused on vononprzan.Takeda was trying to get out of the primary space and into specialty so they de-prioritized anything of the sort (including Dexilant) in the US. If you know anything about Takeda, the US division operates very differently than Ex-US. Phathom was created by Tachi, a famous GI who was the CMO at Takeda. He didn't agree with their US strategy and created a new company (phathom) out of the licensed rights to the drug.

There's not a crazy conspiracy here like you want troll boy. Move along.
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Takeda also owns 30% of PHAT and gets royalties on all sales. They are still very much invested in the success of this launch.
 
























anonymous said:
Takeda US focused on developing Dexilant while Japan focused on vononprzan.Takeda was trying to get out of the primary space and into specialty so they de-prioritized anything of the sort (including Dexilant) in the US. If you know anything about Takeda, the US division operates very differently than Ex-US. Phathom was created by Tachi, a famous GI who was the CMO at Takeda. He didn't agree with their US strategy and created a new company (phathom) out of the licensed rights to the drug.

There's not a crazy conspiracy here like you want troll boy. Move along.
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Yikes. Someone is bathing in the koolaid. Red? Blue?
 






























anonymous said:
The lack of confidence is short sighted and surprising. This drug is already taking off in certain areas and launch just started. It will be a blockbuster if given time.
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I’m a shareholder and a potential patient. I’m going to see my GI today and will ask what he thinks about your product for me. Keep it up , I as a patient know this drug will be a blockbuster. Go have a great week! It’s going to be fun watching this stock go up!
 






The reason so many territories struggle is because of Blink Pharmacy. The Execs refuse to acknowledge their shit plan in using Blink. It has a massive amount of prescriptions in limbo with horrible execution. It does not fill any prescription that requires an ounce of effort, and the customer service is equivalent to Rite Aid (aka non-existent).
Whoever made the decision to use one crap pharmacy hub should be fired. No foresight or understanding of a pragmatic strategy at the most basic level.
 












Great product but poor execution. If you have 0-5 scripts as of today you are on your way out. The conversations are happening now. How hard is it to get your spouse and a couple friends a script. Everyone is on a ppi. We are not curing cancer. I would assume the less than five folks have never launched a drug much less a lifestyle drug.
 




































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