Replies to post #123924 on Biotech Values

[DewDiligence]

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

You will see a lot more of this because emerging markets—branded generics in particular—are the future of the pharmaceutical industry. (Many analysts and investors curiously refuse to believe this, which is one reason Big Pharma stocks are so cheap.)

I have [Promacta] figures by territory but i-hub doesn't give a good way to post tables.

To post a table, use the [ pre ] and [ /pre ] delimiters (without the spaces); everything between these delimiters will be displayed in a fixed-width font so your columns and headers will line up.

[ghmm]

Promacta Sales

[ghmm]

Promacta Hep. C

I am just catching the GSK call from the 26th now and in the opening remarks (about 25 min in). I believe its the GSK CEO who comments in general terms on the results.

(I am not a professional transcriptionist so may no be an exact quote :-) )

You might be wondering why we said anything about Promacta today. The reason we said something about Promacta today even though we had one trial it was so positive, it was so positive that we felt it would have been completely wrong to delay sharing that information with you guys. There is no question Promacta in Hepatitis C by allowing people to use interferon for longer thats going to be effective product. We have one more trial a confirmatory trial to come. But the first trial was extraordinarly positive hopefully the second will be the same but based on the first we would be very surprised not to see that.

Not that its a big surprise #msg-60011967 :-)