Replies to post #171506 on Biotech Values

[DewDiligence]

GSK/THRX—“Analysts on average expect Anoro Ellipta to generate annual sales of about $2.65 billion and Breo Ellipta of about $2.22 billion by 2018, according to Thomson Reuters data.”

http://in.reuters.com/article/2013/12/18/us-gsk-fda-lungdrug-idINBRE9BH0WW20131218

I don’t think the comparison will be that close; rather, I expect Anoro Ellipta will handily outsell Breo/Relvar Ellipta on a worldwide basis including all indications.

[DewDiligence]

FDA approves GSK’s Incruse Ellipta for COPD:

http://finance.yahoo.com/news/gsk-receives-approval-incruse-ellipta-222700210.html

Incruse Ellipta is a single-agent LAMA; its active ingredient, umeclidinium, is one of the two agents in GSK’s LABA/LAMA combination, Anoro Ellipta (#msg-95105544).

It’s getting pretty hard to keep track of all the products that use the Ellipta trademark.