Phew, an announcement arrives just in time to keep the hopium alive for the next CR! I don't wish to sway anyone, but before coming to too many conclusions, I suggest doing a little research on how much trickles down to the drug supplier (ACR's partner) after rebates and chargebacks. This, the net-revenue is the amount that will have to be divvied up amongst the competitors. It is from this that Acrux will get a share of what's left after sales-costs (probably close to 50% of this net-revenue), and after the partner takes their cut.
The IQVIA data is based on wholesaler acquisition prices (or perhaps retailer prices, it makes little difference), which do not account for these deductions. Hint: they are huge, and even huger in the generics space.
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Phew, an announcement arrives just in time to keep the hopium...
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