Replies to post #2506 on Idenix Pharmaceuticals (IDIX)

[bladerunner1717]

Dew,

Can you make some sort of estimate into how this translates into IDIX's bottom line?


Bladerunner

[palindromy]

The script %s and numbers indicate that the total HBV treated population in the US is about 8000? Is that right, that means the entire market size is just about 250m or so assuming 30k annual costs.
Is this the right way to read this?

[DewDiligence]

Tyzeka: US Weekly Scripts by Month

NRx=number of new prescriptions; TRx=number
of total prescriptions (new+renewal). For recently
launched drugs, the trend in NRx is an indicator 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. (A
prescription is counted as new whenever it is newly
written, even if the patient is already taking the drug.)

 
 Date  NRx TRx NRx% TRx% 
 May08 152 397 6.0% 4.6% 
 Apr08 170 380 6.7% 4.5% 
 Mar08 134 377 5.5% 4.4% 
 Feb08 128 333 5.3% 4.0% 
 Jan08 114 321 5.1% 4.0% 
 Dec07 128 339 5.3% 4.1% 
 Nov07 117 337 5.1% 4.1% 
 Oct07 123 305 5.3% 3.8% 
 Sep07 101 276 4.3% 3.5% 
 Aug07 110 277 4.8% 3.6% 
 Jul07 112 260 5.0% 3.4% 
 Jun07  80 196 3.7% 2.7% 
 May07  86 175 4.0% 2.4% 
 Apr07  75 145 3.5% 2.0% 
 Mar07  65 112 3.0% 1.6%