Ignore the FDA and buy Acrux

  1. 129 Posts.
    lightbulb Created with Sketch. 2
    Forgot to highlight this paragraph => "Although it’s losing market share to Axiron, Androgel, the TRT market leader enjoying a 65% market share, loses patent protection in 2016. A month’s supply of either product costs $300-$350, or $50 with health insurance. So Axiron’s safety advantage is a necessary differentiator if it’s to avoid price pressure when TRT generics hit the market."

    From memory, doesn't Axiron have something like a mere 14% market share; which they achieved from a scratch start three years ago?  If they have a safer product then why would their market share not grow more rapidly as a results of these recent developments?  In a perverse sort of what these recent adverse market developments may result in Axiron becoming the dominant treatment far faster than they could otherwise?  That may translate into a quadrupling of their current market share; which when combined with growth from other markets around the world should make for steady growth in earnings; despite the eventual launch of some generics post the patent expire of Androgel and less off label use.
  2. 512 Posts.
    lightbulb Created with Sketch. 28
    350 dollars without insurance. They really need the insurance to make sales.
 
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