Post by
fundtrader on Sep 12, 2016 1:57pm
RBC WOW scripts update today..most are up and very stable...
September 12, 2016 Concordia International Corp. Script Tracker - Week Ended September 2nd 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 up 3.8% WoW, in line with broader market. Plaquenil AG (Prasco) TRx were up 3.8% WoW vs. flat WoW the prior week. Total hydroxychloroquine (broader plaquenil market) TRxs were up 3.4% WoW and Prasco's market share (Concordia AG) currently sits at 38.2% of TRx vs. 38.1% 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 due to Actavis's generic (2.0% market share).
Lanoxin AG TRx up 7.4% WoW. Par's (AG) market share was flat WoW at 30.3%, Sun Pharma's market share decreased from 11.2% to 10.9% this week, WestWard Pharma's share decreased from 9.5% to 9.4%, Digoxin saw its share increase from 25.1% to 25.2%, and Impax's share increased from 22.8% to 23.1%. The Lanoxin AG (Par Pharma) saw TRx increase 7.4% WoW vs. a 0.9% increase last week. The broader market saw TRx increase 7.5% WoW. We have outlined Lanoxin/Digoxin market trends in Exhibit 3.
Donnatal TRx down 1.1% 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 4.8% WoW), which came to market in December 2015. Donnatal NRx were up 0.4% WoW vs. up 12.1% the prior week and TRx were down 1.1% WoW vs. up 10.8% the prior week. Donnatal's current market share (TRx) is 1.7%; Xifaxan holds a 16.0% market share, Viberzi has a 3.9% share, Amitiza has a 27.2% share, and Linzess has a 50.9% share. Exhibit 5 shows Donnatal weekly NRx and TRx trends.
Other CXRX products: Nilandron TRx down 26.8% WoW, Dibenzyline AG TRx up 58.8% WoW, and Kapvay TRx up 21.6% WoW. Nilandron saw TRx of 30, down 26.8% WoW. We note that ANI Pharmaceuticals had a generic version of Nilandron approved by the FDA on July 18. The ANI generic saw TRx increase 31.6% WoW to 25. We anticipate that CXRX will launch an AG in the coming weeks.
Comment by
fundtrader on Sep 12, 2016 3:21pm
I thought i blocked this troll pro trading.... Moron being down by 1 % after being up by 14 % last week means what in your books????? most of the other drugs are up cant you see that troll