News Focus
News Focus
icon url

ghmm

07/26/11 8:33 AM

#123924 RE: DewDiligence #123921

I didn't expect a lot of detail but thought GSK may do a separate PR (I believe they did about a year ago when the Promacta trial was halted in chronic liver disease).

I noticed GSK breaking out Emerging Market sales this quarter I don't recall them doing that before (for any of their therapies).

Sales are finally showing some meaningful increases the last 4 consecutive quarters are (28MM, 19MM, 16MM, 11MM). I have figures by territory but i-hub doesn't give a good way to post tables.
icon url

acgood

07/26/11 8:43 AM

#123926 RE: DewDiligence #123921

dew/ghmm re Promacta LGND/GSK

Per their company policy, I don't think we'll get any more detail from GSK until the scientific meeting presentation (would that be EASL or whatever that one is called?). But maybe someone will probe on the conference call.

Sales growth continues to be strong for ITP, looking like on pace for >$100m in that indication in 2011.

Dew if I recall you were a bit skeptical about promacta's role in HCV last time it came up. Any current thoughts? There was a lengthy presentation about this program/trials at the LGND analyst day in June.

icon url

biomaven0

07/26/11 12:18 PM

#123949 RE: DewDiligence #123921

Thanks. Dewophile had a relevant post about the Phase II here:

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=60014946

Obviously this is all much more significant for LGND than for GSK.

Peter