For those of you who would like to take advantage of our Luck O' the Irish SALE but prefer not to make payments online, you are welcome to send us a check or money order in the amount of $114.12 for a 3-year AD-FREE Premium Service Bundle or $190.20 for a 5-year Bundle. Make checks or money orders payable in US funds to "Investor Village" and send to: Investor Village, P.O. Box 2958, Marrero, LA 70073.
As many of you know, we operate on the honor system around here. So, in closing out our Luck O' the Irish SALE, we wanted to advise those of you who plan to pay by check or money order that you can send a PM to Admin informing us of your intention. We will then upgrade your account for 7 days, allowing you to enjoy our ad-free premium service now and giving you a reasonable amount of time to get your payment in.
CS - CELG: Revlimid sNDA for maintenance post stem cell transplant is an important opportunity
Transplant maintenance approval was expected and on-time, and we think EU approval potentially in 1H17 could lead to market share gains. We wanted to highlight this as an important opportunity for near term upside that we don’t think is fully appreciated by the street. From speaking to the company, while the US share is high in maintenance post-transplant, they see potential for duration gains from this approval. In Europe, where we estimate an approval in the first half of 2017, the market share in maintenance post-transplant is currently low so this is a real opportunity for growth there.
We model ~$900M additional Revlimid sales in 2020 as a result of the label expansion into the post-transplant maintenance setting. While approximately only a quarter of patients receive transplants, these patients tend to be healthier and so we anticipate treatment duration is longer in these patients vs. maintenance in non-transplant patients. The company has also noted this could be a similar sized opportunity to first line non-transplant. In 2020 we estimate $13B in worldwide Revlimid sales above $11.5B consensus.