>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.<
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.