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Replies to #49495 on Biotech Values
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DewDiligence

07/11/07 10:10 PM

#49498 RE: masterlongevity #49495

>my guess is that Macugen / Visudyne / steroids together make up about 10% of new RX, so avastin is still getting 35%. from that calculation, I would guess that number is more like 40% for existing rxs for avastin.<

I think your estimates are on target.
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DewDiligence

07/17/07 5:31 PM

#49785 RE: masterlongevity #49495

Visudyne 2Q07 sales were $59M (-38% year-over-year). From this, I think we can surmise that Visudyne is holding on to a mid-to-high-single-digit share of TRx’s on a worldwide basis. A year from now, the share will be in the low single digits, IMO.

What a great move by NVS to obtain the rights to Lucentis in all countries outside the U.S. In 2Q07, ex-U.S. sales of Lucentis were already larger than total worldwide sales of Visudyne.