Replies to post #1464 on Idenix Pharmaceuticals (IDIX)

[go seek]

Baraclude '05-'07 sales: $23M > $117M > $320M (est)

Tyzeka/Sebivo '07-'09 sales: $20M (est) > $? > $?

The big question...

Is $100M in Tyzeka/Sebivo sales likely in 2008?

[DewDiligence]

Baraclude Sales Ramp 2005-Present

[Updated with 3Q07 sales.]


2Q05 $5M (US launch Apr 05)
3Q05 $2M
4Q05 $5M
1Q06 $11M (China launch Feb 06)
====
First year on market: $23M


2Q06 $14M
3Q06 $22M (Japan, partial EU launches Jul 06)
4Q06 $36M
1Q07 $45M (added to AASLD guidelines Feb 07)
====
Second year on market: $117M


2Q07 $59M
3Q07 $72M ($131M for six months)

My sales forecast for Baraclude’s third year on the market is $320M.