Jeff - Iclusig 3rd weekly scripts continue to grow - up 80%
ARIA: Iclusig 3rd weekly scripts continue to grow (up 80% wk/wk on small base); Bosulif up 119% wk/wk
Iclusig's 3rd weekly TRx were 18 (+80% wk/wk) while NRx were also 18 (+80% wk/wk), both on an upward growing trend (3, 10, 18 scripts in past 3 wks). For comparison, Bosulif's average TRx during the first 4 weeks of launch were 14.
Iclusig only requires 35% of 2500 R/I patients by YE:13 to meet cons est of ~$40M.
Bosulif TRx were 46, +119% wk/wk, while NRx were 30, +131% wk/wk in 16th week of launch. For Q4, cumulative TRx were 235. WK monthly sales reported $2M cumulative for Q4, suggesting Bosulif could have done $3M+ in 1st full Q of launch (assuming 67% capture rate). This is a positive read-through as ARIA's Q1 cons is only $1.5M.