Less than 30 days until Aloxi LOE

Dead man walking!

 

Na, na, na, na, hey, hey, hey...

 

Is this is true? Is Aloxi going generic in 30 days? If so, can Eisai oncology survive at present sales force numbers? What are the total sales of Halaven and Lenvima? Aykenzo is not even worth mentioning from what I hear

 

PALO-10-20 gave it an extra 6 mo but LOE is now 13 October

 

Will likely be another 15% - 25% hit to US sales. Do the math.

 

No - we see big "swoosh" soon for Aykenzo! Dumb American! Kampai!

 

Is Eisai in Oncology?

 

Yup. ANDAs approved. Teva (will be first) and Par already have products with wholesalers... WAC is 25% lower than Aloxi price.

 

Morphotek will save Eisai!

 

4th tier oncology player, barely breaking even though

 

We're screwed.

 

Eisai. Funny.

 

Why? It's not like they haven't know this for years. Hello

 

Yeah, and Akynzeo was supposesd to preserve the revenue stream. How's that working out?

 

I forget the precise numbers, but at last year's launch meeting when we were shown the Akynzeo goals for December, 2015, it was a dollar amount that would have more than made up for us only having Aloxi for 75% of the calendar year. Now, I think we are somewhere around 15-20% of that projection for Akynzeo, maybe less. I think we are all in the right to be concerned. I hope we hear good news but I won't be surprised to lose Aloxi next month.
Question: has ANYTHING gone BETTER than expected in awhile? When we look back at the Akynzeo launch, the company's "preparation" for contracting, strategy and price, etc. How about the new indications for Halaven? Heck, how about ANY new data for Halaven? How about DT leaving? How about lots of good reps exiting?
It seems like a long history of disappointments, punctuated occasionally by something going merely as well as your minimum expectations (NOT exceeding) and then it's back to a long series of disappointments. It's been awhile since we've been truly impressed.
So, if you had to guess based solely on past performance....what would you guess about us keeping Aloxi after next month? Not very optimistic.

 

Aloxi is gone but DT already planned that when they "sized" the sales team. If they have layoffs, offer me a good severance and I'm gone.

 

The only good thing has been lenvima. Small indication now, but has potential as blockbuster

 

I'm guessing they didn't plan on Akynzeo underperforming by over 75% when they "sized" the sales team.

 

Their projections weren't high anyway. They knew an oral in an iv market would be killer. Let's see how the new oral emend from Lonnie and crew do. Lol my guess, worse even than Akynzeo

 

Price increases aren't helping. We are giving up on it