the real key to success is managed care access and we know how to contract - i've seen them and at launch, repeat at launch we will be on parity or preferred to every single competitor with CVS, Prime, Optum and Anthem.
we don't even really need the reps after the first couple months
It will launch soon but in a really crowded market. Will be tough to even get to parity with the IL-17's. We have a great product but 3 other products are great too. Will be interesting to see how this plays in out in a a couple of years and who ends up on top!
The IL/23’s are safer based on clinical data. You got Tremfya, Ilumya, and soon Skyrizi. Crowded market is making job tougher especially if access not on your side.
It's still about Humira little brains. Go to any PBM and offer a sweetened Humira rebate and any product suddenly becomes preferred and their is absolutely nothing that Cosentyx, Taltz or Tremfya can do. Nothing.
We will be preferred with about 80% of commercial lives at launch.
We will be preferred with 100% of DOD and VA lives at launch.
We will be preferred with Kaiser at launch.
We will be preferred with most state managed medicaid plans at launch.
We will be preferred with about half of state FFS medicaid plans.
It will take about 6 months to get inside Humana's exchange lives, but we are already deep inside them.
It's contacted little brains.
It will launch soon but in a really crowded market. Will be tough to even get to parity with the IL-17's. We have a great product but 3 other products are great too. Will be interesting to see how this plays in out in a a couple of years and who ends up on top!
It also failed the proof of concept Ankylosing Spondylitis study, which is a negative impact on profile. What 3 other products are “great?
Agree. $2B is a high side estimate and that peak won’t happen until 2024
Realistically $1.5B is achievable with competitive market. Where did Rick get $4-5B from?
Ricky don't lose that numberAgree. $2B is a high side estimate and that peak won’t happen until 2024
Realistically $1.5B is achievable with competitive market. Where did Rick get $4-5B from?