Competition from generics are hurting Zoloft, Norvasc and Lipitor sales. Torcetrapib was supposed to save them – but now the pipeline looks pretty empty.
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Norvasc was expected, but whats happening to Lipitor indicates that the PBMs and formularies have started to gain traction in substituting brand for generic within a therapeutic class.
In my mind, this is a really good thing, as it takes the old me-too strategy and dumps it on its head. Sustainable profits will come from new therapeutic classes– with all the risks and rewards that entails.
I go into more depth in my blog article on older medications
I was not as happy to prescribe Lescol or Mevacor in place of Lipitor.
On the other hand, when Pravachol and Zocor went generic, it made me think twice about Lipitor. Is it really worth the price difference?
I wonder if that’s why you’re now seeing the pressure on Lipitor now.
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