Any educated guesses on sales for 1Q? They had approximately 33M in the 4Q. Looking at Ims figures 12m + 11M....if March hits around 13M, we could see reported 36M. A 9-10% growth. It will be interesting to see if Eisai reports these figures soonier than later.
Looking over the MDS foundation boards, seeing more and more postings about additional cycles of Dacogen. Actual patients stating that they were told to use Dacogen until it stops working. From one post, the patient was on the 5 day/4WK cycle(adopt) 12 cycles and doctor changed her to the 6 wk cycle after a year on Dacogen, because of progress.
Still concerned that we maybe only retaining customers and not gaining as many new? But Vidaza looks like in two years, they have not seen any growth? Maybe we have to see an actual approval by FDA on label to see real growth? Any thoughts?
This is pure speculation with no facts to back it up, but is it possible that Vidaza and Dacogen combined have actually reached maximum penetration already?
If so, it would explain the lack of growth, and stagnancy in sales numbers.
Originally, Vidaza and Dacogen were both given orphan drug status because they were addressing a very small niche. The MDS segment is actually a subset of the AML market that Dacogen was originally targeted for, so I am wondering if we will not begin to see expanded sales until we get that broadened approval.