CAPS Rating: 2 out of 5

A pharmaceutical company focused on developing products which can provide improved efficacy, safety or patient convenience in the treatment of acute and chronic pain and pain related conditions.


Player Avatar pbtoau78 (80.40) Submitted: 5/12/2010 2:08:58 PM : Underperform Start Price: $6.74 POZN Score: +54.29

This is a classic example of a false moat. Building off zzlangerhans' example of treximet, Vimovo which is falsely being labeled as a "pain drug" (NSAIDs are fundamentally anti-inflammatory drugs- which secondarily may reduce pain levels) is a combination of naproxen and "immediate" acting omeprazole. Nexium (omeprazole) will be going generic in 2-3 years and naproxen is cheap and efficacious in it's generic form. Can someone tell me why I woulded just prescribe daily prilosec or a H2 blocker like ranitidine and generic naproxen instead of an expensive marketed (combo). Longs maybe you can address why I, as a practioner, would chose this product instead? POZN is producing illogical, impractical products thusfar. I hold no real life position, but am short long term in CAPs.

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Member Avatar pre92lude (< 20) Submitted: 5/12/2010 3:15:40 PM
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i think the benefit is supposed to be that the vimovo/upcoming aspirin nexium coating is instant-release instead of taking a while like regular nexium. you'd probably have to pop a nexium then take your naproxin 30 minutes later to get the same effect. people just like less pills. will it sell? sure. will it sell a lot? who knows. the aspirin product will be all pozen's though- no partner. and it's likely to be approved since it's the same idea as vimovo. no debt, sales from trex and vim alone should put them at break-even at least, if not profitability.

Member Avatar pbtoau78 (80.40) Submitted: 5/13/2010 2:33:19 AM
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First a correction: generic nexium is esomeprazole, whereas omeprazole more commonly known as prilosec will set you back about 20 bucks for 28 pills with a prescription. Naproxen is dirt cheap and in it's enteric coated form affordable to most.

This is an example of big pharma (astra zeneca in this case):

1. pushing every last bit of paste out of the tube by trying to extend patents.
2. gives pharma a reason to send reps out in the field and serve luch to make a pitch on related products.

As Khrushchev said "same s***, new flies". This does nothing more than increase the cost of healthcare.

As a CAPS player my concerns are:

1. The study I have seen related vimovo vs. EC Naproxen alone. It showed significant reduction in peptic ulcer disease and gastritis.... shocking. What I haven't seen a study of is Vimovo vs EC naproxen plus "regular" esomeprazole, omeprazole or ranitidine. I see no proof that this combo drug decrease incidence of gastric issues less than those.

As a practioner my concerns are:

1. This may give patients who are high risk of gastric complications a false sense of security in taking NSAIDs.
2. This will most surely require prior authorization from every insurance company (meaning they won't pay for it unless you put up a fight). Which is not only a pain in my rear (which makes any practioner less likely to Rx without a real motivator) but will set back the patient a lot of cash. Would you rather pay 30 bucks a month or 380 when you find out your insurance declined coverage.

What people enjoy even less than taking multiple pills is paying a huge wad just to buy what they are prescribed- cost is a huge factor in non-compliance.

Whether this is ASA or naproxen or sumitriptan, the story remains the same. I see no evident benefit thusfar for my patient clinically or in their pocketbook.

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