Scrips for Exubera, the bong-like inhalable insulin brand that Pfizer once touted as a blockbuster but has performed like a big-money-loser, are ticking upwards, reports Andrew Forman, an analyst at WR Hambrecht & Co. (See download below).
Exubera "may break the psychologically meaningful 2,000/week" level, sez Forman.
Exubera is still at a 0.6% share, Forman reckons, but with the fallout from the Avandia business, Forman thinks Exubera literally has nowhere to go but up. He's rating Nektar (Pfizer's bong supplier) a "buy," which is interesting from a PR perspective because it is the first time in weeks that Forman hasn't written something hilariously insulting about the company he used to describe as being run by incompetent "Nektarines."
Forman also mentions in a headline "Latino DTC" but gives no detail or indication on what that might be about. Pfizer has previously said it would kick off long-delayed Exubera DTC in the second half of 2007 ... and in 4 days we're in the second half of 07 ...
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