Biotech Values

[masterlongevity]

I do not consider this a small pipeline. No one else in biotech can come close to this and neither can 90% of big pharma...



Genentech's products in phase III by indication and market size


Phase III

Avastin™ Adjuvant colorectal cancer* 1 Billion +
Metastatic breast cancer 1 billion +
Non-small cell lung cancer 2 billion +
Pancreatic cancer 500 million +
Renal cell carcinoma 500 million +


Herceptin® Adjuvant breast cancer 300 million +


Lucentis™ Age-related macular degeneration 250 million +


Rituxan® Hematology/Oncology Aggressive frontline NHL- already owns the market
Indolent frontline NHL*** already owns the market
Indolent maintenance NHL-- 300 million +
Relapsed chronic lymphocytic leukemia -- 200 million +
-

Rituxan® Immunology ANCA-associated vasculitis* 100 million +
Lupus nephritis* 150 million +
Rheumatoid arthritis 1 billion +
Systemic lupus erythematosus* 150 million +


Tarceva™ 2nd/3rd-line lung cancer** 600 miilion +
Pancreatic cancer 300 million +


Xolair® Pediatric asthma 100 million +


Veletri™ Acute heart failure 200 million +


I know these all can't be positive and the numbers are estimates, but if it all does pan out, (and things have been panning out with DNA and trials results) this represents about $9 billion potential just from DNA's phase III studies.

Morgan Stanley is insane....

Who can match this potential?