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08/28/07 7:33 AM

#1718 RE: DewDiligence #1717

i think so...

this seems to be a better 'fit'
suggest adjust table as in #msg-22076801

the comparison we are making is just for reference... one could provide logic for one 'effective' launch date vs another.








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dewophile

08/28/07 9:16 AM

#1719 RE: DewDiligence #1717

a built-in adjustment is already in the table in the form of % of new/total Rx for the week

the fact baraclude also had a couple dips week to week just shows that an isolated week with slightly lower % sales happens due to inherent week to week variability and one shouldn;t read too into it..the overall trend this quarter has been modestly positive and thats what is important

i am also curious to see how the recent black box for baraclude in the HIV/hepb coinfected population not on HAART will affect sales in upcoming weeks..in the US teh consensus statement expressed concern using tyzeka due to inducible mutations in the YMDD motif even though there is clearly no activity against HIV, but with only basically interferon otherwise available, I bet tyzeka will get a boost (in the canadian recs lam, entecavir, adefovir were specifically singled out as NOT viable options, and most notably telbivudine was not on this list - implying it can be used, which then makes it the only acceptable nuc in this setting)