Replies to post #1826 on Idenix Pharmaceuticals (IDIX)

[DewDiligence]

Tyzeka vs Baraclude US Scripts (Rolling and Raw)

[NRx=number of new prescriptions; TRx=number
of total prescriptions (new+renewal). For recently
launched drugs, the trend in NRx is an indictor of
what can be expected for TRx with a modest time lag.
Note that a prescription is counted as new whenever
it is newly written, even if is for a drug the patient is
already taking.

Caution: these numbers should not be taken too
literally inasmuch as the “comparable dates” may not
really be comparable. Still, I think it’s a worthwhile
presentation to get a general feel for the sales ramps.]


Tyzeka vs Baraclude Rolling US Scripts
by Comparable Calendar Date (2007 vs 2005)
Four-Week Rolling Average

          Tyzeka   Baraclude    
           NRx TRx  NRx TRx 
 08/31/07  107 281  142 306  09/02/05 
 08/24/07  113 267  131 279  08/26/05 
 08/17/07  118 264  133 267  08/19/05 
 08/10/07  118 257  139 267  08/12/05 
 08/03/07  115 261  133 250  08/05/05 

Tyzeka vs Baraclude Raw US Scripts
by Comparable Calendar Date (2007 vs 2005)

          Tyzeka   Baraclude 
           NRx TRx  NRx TRx 
 08/31/07   99 318  177 379  09/02/05 
 08/24/07  101 280  119 274  08/26/05 
 08/17/07  101 254  122 254  08/19/05 
 08/10/07  125 270  149 317  08/12/05 
 08/03/07  123 265  132 269  08/05/05 
 07/27/07  120 268  131 229  07/29/05 
 07/20/07  102 225  144 252  07/22/05 
 07/13/07  115 286  125 250  07/15/05 

[DewDiligence]

Tyzeka US Scripts (c/o rkrw)

[NRx=number of new prescriptions; TRx=number
of total prescriptions (new+renewal). For recently
launched drugs, the trend in NRx is an indictor of
what can be expected for TRx with a modest time lag.
NRx% and TRx% are calculated as NRx and TRx
divided by the number of new and total prescriptions,
respectively, for all drugs in the HBV category.

Note that a prescription is counted as new whenever
it is newly written, even if is for a drug the patient is
already taking.]

 
 Date  NRx TRx NRx% TRx% 
 Aug31  99 318 4.1% 4.0% 
 Aug24 101 280 4.8% 3.6% 
 Aug17 101 254 4.5% 3.3% 
 Aug10 125 270 5.4% 3.5% 
 Aug03 123 265 5.3% 3.4% 
 Jul27 120 268 5.3% 3.5% 
 Jul20 102 225 4.7% 3.0% 
 Jul13 115 286 5.0% 3.7% 
 Jun29  86 214 3.8% 2.8% 
 Jun22  78 197 3.6% 2.7% 
 Jun15  91 212 4.0% 2.8% 
 Jun08  80 191 3.5% 2.5% 
 Jun01  65 167 3.4% 2.5% 
 May25  79 169 3.6% 2.3% 
 May18  80 152 3.7% 2.2% 
 May11  93 191 4.4% 2.6% 
 May04  92 188 4.1% 2.5% 
 Apr27  80 161 3.6% 2.2% 
 Apr20  76 146 3.6% 2.1% 
 Apr13  61 135 2.9% 1.9% 
 Apr06  82 137 3.9% 1.9% 
 Mar30  87 142 3.9% 2.0% 
 Mar23  55  90 2.7% 1.3% 
 Mar16  54 103 2.4% 1.4%