APL-130277

tool!

 

Very true

 

Wait so is it acceptable to have weak management due to covid-19 or having weak management is ok as long as someone is employed? Your spin tactics jumping on the back of covid-19 on this one is weak. . The virus is difficult situation for sure but unrelated on this one pal.

 

Have we picked. BRAND NAME for APO ?

 

You better worry more about keeping your job during this pandemic. As things move into month 3 and possibly beyond, company will have to start looking to cut costs and we all know what that means. Neuro does not need as many reps as they have. Most of APL opportunities will be in medical centers.

 

Don't think we have much confidence on the Market prospects of APO. We overpaid royally for Cynapsus, just like Acorda extended itself for Civitas.

Inbrijia, which has solid data and safety, just made 4.4 millions last Quarter. APO will have the same shitty trajectory.

Brand name, you ask?

CRAPOTEX

(crap of Tony)

 

Don’t forget Aptiom also inside of its final year. Neurology nation definitely ripe for a downsize. 130 could easily be cut to 100 and be just fine.

 

The DSP quarterly results are publicly posted on their investors page. On the FY20202 project financial projections for some reason they noted a September launch. Not sure why, if that is COVID related, overly conservative on a possible FDA delay due to COVID, IDK. But it states $10M in sales for FY2020 (half a year roughly), which if true, I think is very low, and makes me nervous.

Wasn't this supposed to apex at $650M to $750M after 3-4 years? I know other regions will follow, but a pace of $20M to $25M first year, even with COVID, that seems like at best a $200M to $250M drug by 2025

 

$200M by 2025 seems high.
Maybe half or at best 150M

Pharma way overestimated the unmet medical need and the size of the PD OFF Market. Now there is an over abundance of choices and MoA's

APO will follow a similar trajectory as Inbrija...and by second year will have 16 to 20M peak sales.

I know, it sucks

 

So based on your projections, APL will not save the neuro division? We already know Aptiom is at the end of its lifecycle.

 

The real question is how much revenue does Sunovion need out of this product and can that number be hit?

 

This will be a slow and resource-intensive uptake that will take a good 4 years.
With the risk that the competitive landscape segments the OFF further, and APO's niche / market share is quite small.

Being positive, maybe peak sales of 200M in 5 years (with hefty price increases every year)
On the negative side, 50M peak sales in 5 years - as the new entries will compete heavily to gather a piece of the OFF Market.

This is not a Brand to solely support a CNS Sales Force
More needed.

 

Well virtual selling is going good with Aptiom.

 

APL = another placebo loser

 

Really what a stooge view point.

 

congrats Tony

Not sure Kynmobi is enough to keep cns franchise going

This market of Off treatments has gotten way too crowded

Lucky if we have sales of 20 M for 2021

But we will work to try to push this dead horse as far as we can.
Like we did for Aptiom

 

This will be tougher rode than Aptiom. Too many reps for APL. Look for sales force reduction.

 

what a joke, Sunovion has less reps then compeTion yet beat them in sales

 

To crowded, really like which one? Doc seem to differ from you

 

Agree its all one big joke for sure. At least 25% of field force is clueless and total joke.