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Replies to #35920 on Biotech Values
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gofishmarko

10/20/06 2:14 PM

#35923 RE: DewDiligence #35920

Re : > They must have some good sales reps <

I wonder if unit sales of their HCV product line is in line with $ sales , or if lower pricing is keeping them in the game.

I'd imagine that if a patient fails to respond to Pegasys that many would try peg-Intron on the second try ( and vice-versa ) , just to change their luck. Depending on promotional efforts by one or the other of the two companies , new patients for the opposing treatment may come in waves , separated by a failed treatment regimen length or so. Roche has had a massive campaign to bring in new patients for awhile now , trying to make it while they still can , I suppose. Roche's efforts may benefit SGP in terms of nonresponder patients.

I think the non-peg products still have significant sales in many countries due to costs , obviously.