RE:RE:RE:RE:RE:RE:RE:RE:Here is how you get to over 200 drugs......Hmm... not sure if that's the correct way of describing it.
If I'm a patient taking drug x 3 times a day and now my doctoer says a new dosage is avalible for 1x a day, I'm not gona care too much. Telling doctors and reps still maintains the confidential nature of the launch for a little bit.
Its more like you have a more concentrated ketchup in McDonalds so you put a little less on the burger, the taste is the same to the consumer. You tell your staff about it but you don't want to go around the market telling all your competitors that you're saving money by having a concentrated product.
select1011 wrote: Give me a break. When asked about this by analysts on the con calls, management admitted that they are telling drug reps, doctors, who in turn are telling patients....but they can't tell investors? It would be like McDonalds announcing a new burger, but not telling anyone for fear that Burger King might find out. Welcome to the world of being a global company.
visionaryfool wrote: Haha not sure if that was "Achiles" heal.. that's how the NHS system works and why it works. They didn't buy the drugs just to jack prices. I believe the product launches represent meaningful market share grab from competitors and why they are reluctant to discuss it on conference calls.
select1011 wrote: Thanks!!! You just most eloquently described the race to the bottom in drug pricing and revealed the Achilles heel in MTs strategy. He wont want you on his poker team now.