Summary
This article is important in that it confirms another terbinafine competitor to the Novartis Lamisil brand is being released. The majority of terbinafine prescriptions in North America are generic. The market for this product will be good at least until more effective oral or topical agents are released. The majority of the prescriptions are for onychomycosis (toenail fungus). The newer products will be released in 3-4 years, at which time the market for terbinafine will shrink significantly.
Analysis
The companies most impacted will be Novartis which will lose market share for its Lamisil product. Aurobindo and other generic manufacturers will benefit from the release of this generic. This will occur until newer and more effective topical and oral antifungals for onychomycosis are released in the next 3-4 years.



