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Astex Pharmaceuticals, AŞ Message Board

  • kyjellie kyjellie Feb 25, 2013 5:34 PM Flag

    Bats back

    EU sales of Dacogen in 2012 was $57M. Couple that with 16M last year. They are closing in on the $100M milestone trigger. Total sales of Dacogen:

    USA $225M
    EU $57M

    But dacogen generic is probably on the way.

    Sentiment: Hold

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    • Is that last comment from the CC? Have not heard it yet.


      • 1 Reply to maximus06906
      • The CFO discussed these numbers. Based ion them, I can tell you exactly what the 1Q numbers will be. Revenues will come in at $22.8M.

        Dacogen should still grow in the EU and trigger a $5M milestone at least next year. They also mention that Japan is still in the cards and that would be a 10 year market exclusivity. This is the first time that they have actually discussed Japan. Milestones for Japan are in the range of $17M.

        Hopefully Eisai has plans to go forward there. they definitely have the connections.

        There is no pediatrics patent extension. I believe we see the low $2's again. I did sell some at $3.30 range. So I'll wait to see how the street.

        My best guess at impact of generic:

        The USA will still have nearly $175M in dacogen sales, I figure EU with $60M.

        We are back to 2011 revenues.

        Sentiment: Hold