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rod5247

08/12/14 7:25 AM

#3365 RE: friendofthedevil #3361

"Do you have a feel for how much Herceptin and MabThera this translates to?"

I wish. Must be a trade secret.

In one year, Roche purchased $25 mil bulk ph20. It may take a couple more Q's before we have enough data to even start making realistic guestimates.

We know bulk purchases increased slightly the past two quarters. I want to see that continue and take a big jump within the next the next 6 months.

If I had to guess, $25 mil of bulk ph20 will produce $375 mil of Herceptin sc. Working with old data. Bulk ph20 is enhanze. Enhanze is double the dose of hylenex per ml. 5 ml of enhanze is used in each dose of Herceptin sc. While we can get some good estimates of Herceptin price per dose, what does 5 ml of enhanze cost?