Dendreon Corporation

  DNDN website

DNDN   /  Message Board  /  Read Message

 


 








ced17
charolais1966
green228
investor737
mij3000
pgh27106
ralphla54
speculative_striker
TFRingo
The_HJW
tweets
white78nite



My DNDN Ignore List


Open Search


Keyword
Subject
Between
and
Rec'd By
Authored By
Minimum Recs
  
Previous Message  Next Message   Post Message   Post a Reply return to message boardtop of board
Msg  302387 of 369092  at  9/24/2009 12:16:15 PM  by

steveporsche

 In response to msg 302153 by  danielj
ignore topicview thread ,  thread start

Ramp Up

On 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.









 
     e-mail to a friend      printer-friendly     add post to library      
| More
Recs: 94  |  Views: 1036
Previous Message  Next Message   Post Message   Post a Reply return to message boardtop of board

Replies
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
About Us  •  Members Directory  •  Help  •  Contact Us
Not a member yet? What are you waiting for? Join Now
Want to contribute? Support InvestorVillage by donating
© 2003-2010 Investorvillage.com. All rights reserved. User Agreement
Financial Market Data provided by Xignite.


Loading...