A positive Q315 with Zubsolv sales broadly in line with expectations, coupled with a number of positive and potentially significant developments, continues to support our thesis that Orexo’s share price is overly discounting Zubsolv’s potential. The US government has announced plans to expand access to opioid dependence treatment, which could substantially increase the US market opportunity, reinforcing our current peak sales forecasts. This is in addition to key market share gain
09 Nov 2015
Zubsolv gains; US moves to increase treatment
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Zubsolv gains; US moves to increase treatment
A positive Q315 with Zubsolv sales broadly in line with expectations, coupled with a number of positive and potentially significant developments, continues to support our thesis that Orexo’s share price is overly discounting Zubsolv’s potential. The US government has announced plans to expand access to opioid dependence treatment, which could substantially increase the US market opportunity, reinforcing our current peak sales forecasts. This is in addition to key market share gain