Replies to post #131874 on Biotech Values

[iwfal]

some of your sales figures for 2010 are way off, as in your are undercutting some of those products revenues by greater than 1/2. look at avastin and herceptin for instance.

Did I miss a partnership or something? While I am not going to argue that my individual numbers are highly accurate (since I was only doing a ball park estimate for aggregation reasons), I do not believe that they are a factor of 2x off in any case - and in aggregate they are probably within 15%:

I said Herceptin did about $1.5B in US sales in 2010. Per the below link from Roche their 11Q1 sales in CHF were 0.374B CHF ==> convert to USD and multiply by 4 gets $1.57B

Similarly for Avastin... I said it did about $2.5B in US sales in 2010. Per the below link from Roche their 11Q1 sales were 0.648B CHF ==> convert to USD and multiply by 4 gets $2.7B.

www.roche.com/med-cor-2011-04-14-e.rtf