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The opioids market will continue to be pressured as long as there is an epidemic and the media is all over it. The death toll keeps rising.

Non opioid pain relievers will increase but if you are hoping that to translate to increases in a Gralise and Zipsor, I wouldn't hold my breath. Gralise is a overpriced neurotin costing $400/mo with one indication so most doctors won't even get it authorized. Generic gabapentin costs $30. Zipsor is an overpriced diclofenac that can be Substituted with a $5 diclofenac 50mg BID dose. Look what happened to the coverage of drugs like vimovo or duexis. Granted their idiotic company raised the price to $1000+/mo for a convenience med that can be bought for $30. As healthcare costs continue to increase, insurers are tightening their belts and me too drugs are going to get cut. Nucynta will never be a block buster drug due to its price, coverage and the fact that oxycodone and hydrocodone can be had for dirt cheap.

As for making money, yes the company is making money, but quarter over quarter they are declining and that's doom for a publicly traded company. Wall st knows it and hence the current price.

I don't think you have any choice but to be a long and hold on to your last nickel. Price has dropped from $26 to below $6 in 52 weeks. It all depends on where in that range you bought in.

Now as an employee, I would be looking for another job while you still have a marketable job.
 






anonymous said:
Yeah thats all great marketing material, and maybe Arthur uses that in his Q3 earnings call. What Nucynta is doing in Europe has nothing to do with anything unfortunately. Whole diff ball game. Nucynta is no where near as expensive in Europe which is one of the biggest factors here.

Despite all these great talking points, the fact of the matter is (and this is from our call last week), scripts are declining. Basically we are looking at it like this:

1. The patient has to find a doctor who will actually prescribe Nucynta
2. The patients has to actually have insurance that will cover it, few can afford Nucynta out of pocket
3. If the patient finally gets this far they have to find a pharmacy that will fill it

So on all 3 fronts you have doctors, insurance companies, and pharmacies all trying to do their part to block a Nucynta sale. Making a sale is a maze, and not everyone is going to get through. Some get #1, but then get suck on #2. #3 is seen as minimal but growing risk with CVS and Walgreens trying to hop on the bandwagon and block peoples meds. Basically at the end of the quarter, the Nucynta script count is total number of people in this country who made it through the maze.

...just an interesting way some of us have been looking at it.
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If this is the universal truth, then why aren't all territories declining? Why do you have territories that are GROWING business in a declining market(and by growing, I am referring to consistent increases in TRx)? I talked to someone in NC earlier this week, and her R17 is going from SW to NE, along with 4x4 as well for both Nucynta and ER.

There are a lot of things against the market right now, but we are better positioned than most to handle it. Not carrying pom-poms, but just stating the fact that if you are working, you can grow in this market.
 






anonymous said:
If this is the universal truth, then why aren't all territories declining? Why do you have territories that are GROWING business in a declining market(and by growing, I am referring to consistent increases in TRx)? I talked to someone in NC earlier this week, and her R17 is going from SW to NE, along with 4x4 as well for both Nucynta and ER.

There are a lot of things against the market right now, but we are better positioned than most to handle it. Not carrying pom-poms, but just stating the fact that if you are working, you can grow in this market.
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This comes back to substandard sales force and poor sales management.
 






















































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