With 2Q04 sales of $109M, Visudyne has an annual run rate of $400M+ and growing. The Visudyne sales numbers will undoubtedly remain healthy through at least early next year, and the full effect of the recent Medicare reimbursement changes in minimally-classic/occult AMD (#msg-2244539) may not yet have been realized.
Nevertheless, competition is coming, initially from Macugen and Retaane. I would not be surprised if 2004 turns out to be Visudyne’s high-water mark.
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