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DewDiligence

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Re: flatlander_60048 post# 135281

Wednesday, 01/18/2012 1:13:48 PM

Wednesday, January 18, 2012 1:13:48 PM

Post# of 257566
Re: Galvus, Lucentis approvals in China

Galvus keeps chugging along, racking up respectable sales in spite of its never being approved in the US. I wonder if, behind closed doors, the FDA reviewers have second thoughts re the hard line they took on the Galvus NDA.

10% of adults in China are diabetic (#msg-48221898), so Galvus ought to do pretty well in China. Beating Januvia to market certainly helps, although I presume that competition in this class is coming fairly soon.

The Lucentis market in China figures to be modest, IMO, insofar as off-label Avastin ought to be available there.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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