Tag: Patient persistence
Jul 16, 2026 | 5 minutes read | Insights
Brinsupri's Build to $1 Billion
Insmed shares fell ~20% after its 1Q2026 earnings call despite reporting $207.9 million in Brinsupri revenue, ahead of VA consensus of $198 million. ...
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Nov 14, 2024 | 5 minutes read | All Posts
Mounjaro GLP1 leader in 2024
As supply constraints ease, Mounjaro is emerging as the GLP1 leader. Though our analysis of patient persistence and switches suggest a differentiated...
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Feb 16, 2024 | 5 minutes read | All Posts
GLP-1 Series Part 4: End of Mounjaro’s bridge program drove improved gross-to-net
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Feb 16, 2024 | 5 minutes read | All Posts
GLP-1 Series Part 3: Mounjaro driving largest declines in insulin usage
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Feb 16, 2024 | 5 minutes read | All Posts
GLP-1 Series Part 2: Mounjaro persistence beats Ozempic in type II diabetes
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Dec 5, 2023 | 5 minutes read | All Posts
Camzyos: early claims data trends pointing to strong therapy adherence
Camzyos (BMY) was approved by the FDA in April 2022 and is a first-in-class myosin inhibitor for the treatment of adults with symptomatic New York He...
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Nov 27, 2023 | 5 minutes read | All Posts
Discontinuations damper Relyvrio’s launch
Early in its launch, Relyvrio made headlines by exceeding the street’s revenue expectations and swiftly bringing Amylyx to profitability. However A...
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Aug 4, 2021 | 5 minutes read | Healthcare>Pharmacy
Tepezza Disrupted
More than a year after the landmark FDA approval of Horizon Therapeutics’ Tepezza (teprotumumab) to treat Thyroid Eye Disease (TED), we looked at h...
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