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Biotech / Medical : Duramed (DRMD) Synthetic Estrogen Product

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To: art slott who wrote (1383)8/6/1999 11:36:00 AM
From: Firenze  Read Replies (2) of 1837
 
Art,
Not a chance.. no PBM or HMO is going to loose a rebate on the complete book of business that AHP brings to the table. They also are not going to actively try to convert Premarin business, as they would most likely already have contracts in place protecting that market.

And do not forget that Cenestin will carry the highest copayment in a a three tier plan design using a pharmacy benefit if it is not on the formulary. Since it is a brand name drug!

I would not want to look a CEO in the face and say we are going to loose are rebate on Suprax, Premarin, and all of the OCs that AHP makes.

That being said I am still confident that DRMD can find a way to move the market as I believe like others on this thread that the market will take to this product. I am and have been long for over 5 years.

Firenze
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