This is spot on. SMP should have been applying maximum pressure on Urovant and Myovant as the products started to get approved in late 2020 and launched in 2021, but strangely they didn’t. They kneecapped Sunovion’s future so they could pay for the 5-Vant company takeover and fund their operations.
They knew they only had about 2 years left on Latuda and if Ulotaront was successful it would be facing competition from Karuna that had “big pharma takeover” written all over it (recently bought by BMS btw).. yet it seemed like they started to care about the underperformance only 6 months ago. It doesn’t make much sense.
