Replies to post #1827 on Idenix Pharmaceuticals (IDIX)

[keitern]

How is one to interpret the data given HBV's accelerated incidence along with theoretical increased diagnosis and in light of the 2005 (Baraclude) vs. 2007 (Tyzeka) total scripts? It would seem that total scripts would be greater but Baraclude is entrenched.
Is it possible to see a dent in Baraclude sales since Tyzeka has become available? I mean, is Tyzeka a problem for Baraclude or are their sales increasing at a consistent rate irrespective of Tyzeka. Thanks

[go seek]

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 
 09/07/07   96 274  140 311  09/09/05 
 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 
 09/07/07   82 242  140 335  09/09/05 
 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