I think you're wrong about Reopro and anti-TNF.
First, Reopro dying out? You gotta be kidding me. This period reminds me of when Amgen started marketing Epogen in 1989. Sales grew in a stuttering course with spurts and sluggish periods. Overall, however,EPO sales skyrocketed. Reopro seems to be the same situation. Their sales will zoom in the next two years. the drug is now being used in 40% of cardiac invasive procedures, FDA approval seems likely for a massively improtant expanded indication for unstable angina. That should double the market. Then add overseas sales, Japan in 1999 should add another $300-400 million per year.
No, I see reopro as a huge source of growth in sales for the next 5 years, with a peak at $1 billion or more oer year.
Cnt-TNF omn the other hand, while interesting, I see as a drug for a relatively small market. If everything goes perfectly, what can be expected ?? 200-300 million per year?? Good, but not anywehere near the imporantce of Reopro. |
