Friday, June 15, 2012

Alembic receives US approval for Exelon capsules - Limited competition but opportunity as well is limited

Alembic is the fourth generic company to have received ANDA approval for Exelon capsules in the US, but the opportunity size is limited and unlikely to translate into meaningful sales. Only  20% of the Exelon  global sales is from the capsule, while 80% is patch, which implies a potential market of $80m for the generics in the US to be shared between four players