RE:please check date on top...its sep 6Here is the report you may be looking for from Rbc. The biggest standout for me (and the market obviously) was the recent price decrease of 40% of Plaquenil. Ouch!
fundtrader wrote: September 6, 2016 Concordia International Corp. Script Tracker - Week Ended August 26th Our view: We continue to highlight Rx trends in our CXRX notes, and consequently we believe it is important to provide investors with a more in-depth view of script trends. As previously noted, a generic version of Nilandron was approved on July 18. Key points: Plaquenil AG TRx flat WoW, in-line with broader market. Plaquenil AG (Prasco) TRx were flat WoW vs. down 2.1% the prior week. Total hydroxychloroquine (broader plaquenil market) TRx were up 0.5% WoW and Prasco's market share (Concordia AG) currently sits at 38.1% of TRx vs. 38.3% the prior week. We have outlined Plaquenil/ hydroxychloroquine market share trends in Exhibit 2. As previously noted, we believe Plaquenil AG pricing has decreased by ~40% recently and we note that Concordia confirmed that Plaquenil AG is seeing further pricing pressure. We had previously noted that we believed this pricing pressure was due to the entry of NorthStar's generic in Q2/16, but can now confirm that it is due to Actavis's generic (1.9% market share).
Lanoxin AG TRx up 0.9% WoW. Par's (AG) market share increased from 29.9% to 30.3%, Sun Pharma's market share was flat WoW at 11.2%, WestWard Pharma's share increased from 9.3% to 9.5%, Digoxin saw its share decrease from 25.4% to 25.1%, and Impax's share decreased from 23.0% to 22.8%. The Lanoxin AG (Par Pharma) saw TRx increase 0.9% WoW vs. a 1.9% decrease last week. The broader market saw TRx decrease 0.4% WoW. We have outlined Lanoxin/Digoxin market trends in Exhibit 3.
Donnatal TRx up 10.8% WoW. As previously noted, we have been monitoring the market share of several IBS drugs that target both IBSC and IBS-D, and we anticipate that Donnatal scripts have seen slight weakness in the face of Allergan’s Viberzi launch (TRx up 3.3% WoW), which came to market in December 2015. Donnatal NRx were up 12.1% WoW vs. down 3.4% the prior week and TRx were up 10.8% WoW vs. down 2.7% the prior week. Donnatal's current market share (TRx) is 1.8%; Xifaxan holds a 16.2% market share, Viberzi has a 3.9% share, Amitiza has a 27.0% share, and Linzess has a 50.8% share. Exhibit 5 shows Donnatal weekly NRx and TRx trends.
Other CXRX products: Nilandron TRx up 17.1% WoW, Dibenzyline AG TRx down 59% WoW, and Kapvay TRx down 16.0% WoW. Nilandron saw TRx of 41, up 17.1% WoW. We note that ANI Pharmaceuticals had a generic version of Nilandron approved by the FDA on July 18 and saw TRx increase 5.6% WoW to 19. We anticipate that CXRX will launch an AG in the coming weeks.