Spectrum Pharmaceutecals Inc (SPPI)

[antihama]

Neulasta 4Qtr US sales were $583M down 5.8% from the $619M in the 3rd Q. So taking my previous calculation of 371M/yr and reducing it by 6% that comes out to 350M/yr of Rolontis sales assuming taking 15% of the Neulasta market. The neutropenia market is actually the Neulasta and biosimilar market but just I'm using Neulasta as a rough yardstick in coming up w a projection. The third biosim, Ziextenzo, was approved in early Nov so lets say it was on the market in Dec. so you can expect the overall market for Neutropenia to go below $3B in sales and I could see $2.5B or below after the dust settles.