Hi Rudra,
Price erosion is always a very debatable topic and except for the pharma companies, I doubt anyone else knows about it accurately (it’s an area where we should work on).
If you go through the article, it says ‘Currently there is a limited competition for the product and the company can conservatively garner sales of US $50-60 million in sales for the 50 mg capsules’ (would rather ignore what the journalists are writing and give more weightage to the analysts). The analyst is talking about 50 mg capsule while it is also availabe in 100 mg, 200 mg and 400 mg (http://www.accessdata.fda.gov/scripts/cder/drugsatfda/index.cfm?fuseaction=Search.Generics&Mkt=1). I still dont know how to interpret it.
You will always find reports on negative reports on generics (may be propagated by the innovators themselves). Not exactly sure how serious they are about gCelebrex.
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