Hikma Pharmaceuticals Share Discussion Threads

[robertball] 18/12/2020 22:02

The Hikma boss is ex Mylan- isnt he?

[scepticalinvestor] 18/12/2020 19:54

its the same thing monty.gsk will have to cut their price by 70% to compete...

[montyhedge] 18/12/2020 16:48

Let's see for 2021, GSK will fight back. The genuine article for the same price or generic version. I know what I would buy.

[polaris] 18/12/2020 15:53

Montyhedge - are you serious? Mylan (now Viatris) launched a generic Advair in January 2019. The total GSK sales of Advair in the US are less than half of what they were in late 2018. Mylan aggressively price cut and took significant market share. The Hikma/VEC product will just exacerbate this margin cut. If you are going to make a comment, at least look at the market before punting BS.

edit
I'll lay it out for you, nice and simple. GSK US Advair sales:

2017 £1.61 Bn
2018 £1.097 Bn
2019 £502 M
2020 ytd £361 M

GSK reduced prices in 2018, and switched patients to other products, getting ready for the generic entry. Spot the fall in sales...

[montyhedge] 18/12/2020 15:47

GSK will lower their price surely and blow Hikma out the water. The real thing or a generic version for the same price. Let the battle begin in 2021.

[polaris] 18/12/2020 11:25

Hikma/VEC are 3rd to market in Advair and generics. Mylan launched theirs in January 2019. I think that the current US market is smaller than Hikma state in the announcement but it is still just north of £1 Bn ($1.3 Bn).

Sandoz have shelved their generic Advair indefinitely, there will probably just remain 3 entrants. With a 40:30:20 and 10 % up for grabs scenario, Hikma will look for $200 M region in sales, once stabilised.

Mylan also launched their generic in the Canadian market in early 2020. 2019 market value was around $114 M. I'd expect Hikma to follow a similar path and maybe look for RoW approvals too. GSK's 9 M 2020 worldwide Advair sales are at £1.184 Bn, so plenty of potential market out there.

The announcement with immediate US launch will also catch the competitors off-balance. Usually there is a few months wait. Hikma must have been producing stockpiles of product while addressing the minor response letter from FDA. As i said on the VEC board, I like Hikma's style there. They can now aggressively push from day 1!

[scepticalinvestor] 18/12/2020 11:17

advair is gsk's patent....

[suetballs] 18/12/2020 10:19

Yes last nights announcement on Advair was excellent news.
Suet

[robertball] 18/12/2020 08:24

I thought HIK would jump a bit higher. I guess it's got it's momentum back now.

[montyhedge] 17/12/2020 12:34

GSK looks the one to have a run out of the U.K. big pharmaceuticals.

[scepticalinvestor] 14/12/2020 09:04

added more at 2479

[scepticalinvestor] 05/12/2020 11:06

Am curious abt the sudden drop just before 4pm on Friday...not very heavy selling, yet bid marked down

[montyhedge] 03/12/2020 10:02

I'm everywhere, I like Hika, GSK in the pharma sector. I hope you have not sold your Micro Focus, the big winner for 2021.

[scepticalinvestor] 02/12/2020 13:31

ah monty you holding here too?

[montyhedge] 02/12/2020 13:25

Yes that's the reason, I see lodged in Delaware US, I wonder why there, can the damages be high if Hika lose in US.

[scepticalinvestor] 02/12/2020 08:20

Bought another 500 at 2439

[scepticalinvestor] 02/12/2020 08:13

Algos dropping the bid

[scepticalinvestor] 01/12/2020 17:25

its not a major line so no, probably not.just mkt turmoil imoglad to be back in

[typo56] 01/12/2020 17:19

I this a problem and the reason behind today's dip?

[scepticalinvestor] 01/12/2020 16:18

Couldn't resist - back in at 2480p

[dartboard1] 17/11/2020 15:02

I would think if Amazon's offering 80% discount on generics, then that's gotta drive down other generic prices. Ideally it's mostly from eliminating the pharmacy.... but Amazon tends to squeeze margin from all parties. I hope I'm wrong, will think it over next few days, maybe cut the position in half...