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Biotech / Medical : Avadel AVDL -- Ignore unavailable to you. Want to Upgrade?

To: DewDiligence_on_SI who wrote (134)	7/25/2007 10:56:04 PM
From: IRWIN JAMES FRANKEL	Respond to of 240

Maybe we will get more info from FLML that will let us answer the question on NRx penetration. But a read of the CC discussion of slide 28 does not tell us how to understand the numeric difference. The universe is Coreg and Coreg CR as I understand it. A couple of points taken from the CC relative to CR: - sales momentum lost when sales force distracted by Avandia - now have 2,000 reps detailing - reps are detailing it first - 2 of 3 large commercial plans have it as a tier 2 - mkt research indicates docs will increase scripting CR ij

To: DewDiligence_on_SI who wrote (134)	7/25/2007 11:16:20 PM
From: tuck	Read Replies (1) \| Respond to of 240

Don't know the answer to #2. But I'll take a swing at #1. The graph is of Coreg and Coreg CR, while the caption refers only to CR. I took the graph to mean that the Coreg franchise had 11.7% of the beta blocker market share calculated as percentage of NRx. I took the caption to mean that Coreg CR accounted for 21% of NRx and 13% of TRx in the total Coreg franchise -- as opposed to the total beta blocker market -- all of which sounds reasonable for a recently launched new formulation. Meaning that regular old Coreg accounted for 79% of NRx and 87% of the TRx in the Coreg franchise. It didn't seem that hard to understand to me. Of course, other seemingly simple things can flummox me . . . Cheers, Tuck