Pharmion’s (PHRM, Not Rated) Vidaza increased M/M by approximately 5% in terms of total patients
treated in the MDS space, with market share declining to approximately 50%. Our Oncology Inc. based
sales forecast is pointing to Vidaza sales of $36MM for the quarter (see page 8), below the Street
consensus estimate of $40MM. SuperGen’s (SUPG, Market Perform) Dacogen increased M/M by more than
17% in terms of total patients treated, and market share increased to 26%.
Maybe a minority of one but I think this is FANTASTIC NEWS. Despite 7 months of hype on Vidaza survivial data we have not only not lost any ground we llok like we have in fact gained ground . IMHO even mediocore results from EORTC will propel us much higher, Believe the long hard road is almost over but wouldnt buy more until after results are announced rather give up the first move up for certainty. Besides I got more than enough already
Can you confirm what time period the R&R report is discussing? I assume it is the month of February. If so then February IMS sales figures for Dacogen should be about $14.16M. That would be great.
Increased 17%, that would be very good news. Just maybe ASH news was positive from a doctors perspective. Adopt showing superior CR + survival of 20M. The stress levels in patients has to fall, when they see faster results. Doctors like to report good news as soon as they can. We are getting evidence that Dacogen is not being abandoned and may even be continuing to grab some market share.