WSJ Online, "AstraZeneca: Too Few Eggs, Too Small a Basket"

[Anonymous]

http://blogs.wsj.com/source/2011/07/21/astrazeneca-too-few-eggs-too-small-a-basket/?mod=yahoo_hs

So much for what the investment community thinks of Brilinta. Here's an excerpt from the article:
Opinions vary widely over what impact the warning will have on Brilinta’s launch in the U.S., as seen from just three broker note headlines Thursday:

“The label, in our view, is less competitive than AZN would have liked” – Matrix
“Pyrrhic victory for Brilinta, slow U.S. launch expected” – Jefferies
“Brilinta FDA approval should drive consensus upgrades” – MF Global

 

[Anonymous]

Yep, we are dealing with many MD's that are blocked for Vimovo and shouldn't be, but NOTHING can be done about it. AZ is run about as bad as a company can be run. Brilinta will be a dismal disappointment.

 

[Anonymous]

http://blogs.wsj.com/source/2011/07/21/astrazeneca-too-few-eggs-too-small-a-basket/?mod=yahoo_hs

So much for what the investment community thinks of Brilinta. Here's an excerpt from the article:
Opinions vary widely over what impact the warning will have on Brilinta’s launch in the U.S., as seen from just three broker note headlines Thursday:

“The label, in our view, is less competitive than AZN would have liked” – Matrix
“Pyrrhic victory for Brilinta, slow U.S. launch expected” – Jefferies
“Brilinta FDA approval should drive consensus upgrades” – MF Global

BTW Pyrrhic victory is a victory in which the victors loses are as great as the vanquished, ie victory Brilinta approval....losses... too little too late...black box warning and generic Plavix
This drug will make our lives a nightmare
we will be pressured to do the impossible,,,,just ask Lilly and DSI (Effient) still not selling after two years without generic Plavix looming in the near future...

 

[Anonymous]

They will price it at a premium too. Look what the idiots did it Europe!http://www.fiercepharma.com/story/will-penny-pinching-europeans-accept-brilinta-premium/2011-04-06

By the time it gets on formularies (IF it does) and protocols (bigger IF), generic Plavix will be just around the corner or already here. Also, managed care will do whatever they can to blunt it's use. Just look at the Express Scripts/Medco merger. 1 out of every 3 lives in the USA are covered under it. Give them the price they want, or your screwed.

You guys are going to role play this shit until your nose bleeds! It will probably take them months to roll it out anyway! Can you say, "Uphill battle"?

 

[Anonymous]

Formulary acceptance? Ha ha..as if!