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Old 02-09-2018, 10:31 AM
Bozzie Bozzie is offline
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Radius Health, Inc. (RDUS)

Love the potential for a buy out on these guys.
This is the number one recommended treatment for osteoporosis in postmenopausal woman and prescriptions are moving up in a impressive pace.
The trial results are eye popping.

Someone will snatch these guys up sometime this year.


Tymlos growth reflects access expansion
As we enter the new year, Tymlos is gaining formulary exclusivity from Express Scripts’
commercial business, which represents approximately 11% of total lives. Accordingly, we
closely monitor Tymlos and Forteo scripts and note that Tymlos New to Brand (NBRx)
scripts and total scripts (TRx) increased 43% and 25%, significantly outpacing
competitor Forteo’s NBRx growth of 3% and TRx decrease of 18% while the overall
anabolics market NBRx increased 12% and TRx decreased 15% in the week ending
01/05/18. Of note, NBRx is the number of new patients coming onto a therapy class. In
our view, Tymlos’ NBRx trend could be a leading indicator for TRx and an effective
measure on patient acquisition. As of January 3, 2018, Tymlos had access to
approximately 214M covered lives compared to 268M lives for Forteo in the US.
However, since its launch, Tymlos has steadily gained NBRx market share to 29% in the
week ending 01/05/08 (Chart 1). We see 50% Tymlos share of NBRx by end of 2018.
For the week ending January 12, IMS reported 271 NRx and 496 TRx of Tymlos,
representing 15% and 8% market share, respectively. We believe Tymlos’ upward script
trends in January provide positive signals for its continued patient acquisitions through
switches as well as expansion of the overall anabolics market (Chart 2). We maintain our
Buy rating on RDUS.

Excerpt from ML report.
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Old 02-10-2018, 09:10 AM
Bozzie Bozzie is offline
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I can see this drifting down into the 20's .. I'm waiting but it's worth watching.
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