Tuck, I haven't kept up with alks very well lately, I sold out of it a while ago, last year I think.
But regarding air insulin, the premise is simply it's a more patient friendly, much smaller, hand held device. Same for mannkind. So if pfizer isn't working on a better next generation device they risk paving the way for them with open arms.
Regarding consta, the doc is a little behind, the sales have been strong and it's about compliance. I don't know about reimbursal and how much docs make on it, amazing how much doctor markups play a role in drug sales. A bigger concern I have on consta is the next gen jnj schiz drug, they have a longer acting injectable version that will be more amenable to doc/patient schedules than consta. That will eat into consta.
With vivitrol I'm sure like anything some people have no aversion to injections other people do. If someone has to stop drinking and wants to stop and vivitrol will help I don't see it as the major blockade. Oral naltrexone has side effect issues and it's too easy to just stop. Talked to one doc who likes the concept, also suggested someone should formulate a long acting antabuse. Someone on antabuse can't drink, puke your brains out if you do, problem is getting them to keep taking it. |
