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Sanofi Message Board

  • wallowabound wallowabound Jul 13, 2002 5:25 PM Flag


    This is one of Janus global health cares top holdings. Their new LMWH should do a billion in sales in 03-04. I see growth in the 20-30% range.

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    • Wallowabound,

      I must heartily disagree with you that Erixtra will hit anywhere near $1B in 2003-4. How do you justify?

      The launch was a non-event, Lovenox has a better label and is the established leader, with a monopoly for years. And, my understanding is that brand team manager has no idea what he's doing.

      At this rate, they'll be lucky to see $1B annually by end of patent life.


    • Hello, everyone.

      I've been following Atrix for a long time. SNY has the marketing rights on Atrix's Eligard product for prostate cancer.

      Sanofi will be taking on Lupron(from Abbott) in the upcoming marketing battle once the 90 day version of Eligard gets approved.

      Eligard has Lupron beat in every category that counts: efficacy, side-effects, and ease of administration.

      Atrix expects final FDA approval before the end of September, and I wonder if anyone would hazard a guess as to what sales might be next year.

      Also, if SNY is going to be aggressive in cancer, a company called GenVec(GNVC) is looking for a partner on its revolutionary cancer treatment called TNFerade. Phase I results were almost too good to be true, and now they are going to Phase II.

      I know from comments that Atrix has made that Sanofi is a top-flight company--smart, aggressive, and looking for new products. GNVC would be a good place to look, although there is still some clinical risk to bear if they get involved.

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