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Ramp UpOn the 2-year sales trajectory slide: 1) Avastin 2) Provenge 3) Alimta, Tarceva, Erbitux, Rituxan So mgt is projecting Provenge to eclipse all of these except Avasitin out of the gate "2-year trajectory". My numbers pulled was quickly done so no guarantees on accuracy. Where they are at now (2008): Avastin (DNA) $2,686 Rituxan (DNA) $2,587 Altima (Lilly) $1,155 Tarceva (DNA) $402 Erbitux (IMCL/Lilly) $590 (2007 Imcl share) Give you an idea of the ramp ups: Avastin (approved 2/2004) 2004 $545 2005 $1,133 2006 $1,746 Rituxan (approved 11/1997) 1998 ?? 1999 $279 2000 $441 2001 $818 Erbitux (IMCL share)(launched 2/2004) 2004 $388 2005 $383 2006 $678 2007 $590 Tarceva 2004 $13 2005 $275 2006 $402 Altima 203 $0 2004 $142 2005 $463 2006 $612 2007 $854 So mgt sees Provenge beating all these drugs except Avastin the first two years out of the gate. From a DJ newswire I say today Leerink is forecasting $1.6 billion for 2014 (can not provide link). One comment I have never seen such a bunch of inpatient nellies in my whole life as on this board. It has been 5 years since 9901 results were released and now you want things completed in days. You guys expected way too much news out of today. All this stuff takes time to develop. They did a good job.
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| Msg # | Subject | Author | Recs | Date Posted |
| 302427 | Re: Ramp Up | tnl | 9/24/2009 1:33:32 PM | |
| 320112 | Please STOP With All This $2 Billion Year 1 Revenues CRAP | steveporsche | 43 | 1/11/2010 7:30:31 PM |



















