"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?