Harold--
"Add in Amevive sales starting in 2001 and VLA4 royalties in 2002. Antova sales may begin in 2002 as well.
Predictions about Amevive, Antova and VLA4 are just SWAGs now, but the
consensus seems to be that all three have the potential to dwarf Avonex sales.
There is more to the pipeline than these as well - CVT124 and 2 others."
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Where do you get this information? Looking at their product pipeline on their website, I don't see "Amevive" or "Antova" at all. And the VLA-4 inhibitor is listed as being "Research" phase---far, far, away. Besides, there are many potential competing treatments for inflammation both on the market (COX-2 inhibitors, e.g.) and being developed. And CVT-124, a congestive heart failure drug in Phase II, will be introduced into an arena which already has a host of treatments available for the condition, and others are being developed. And that's assuming it is approved. I don't see clear sailing ahead, and I don't see that BGEN will have any additional source of revenue from products for quite some time, other than Hirulog.
Walkingshadow |
