Merrill's NDC monthly report:
HIGHLIGHTS
Total institutional sales were up 2.9% MoM in October. October had 21 sales
days, one more than September.
GENENTECH
Rituxan institutional sales increased 13.5% month over month to $183 MM
from $161 MM in September. Quarter over Quarter, sales/day are up 22.0%.
Herceptin institutional sales were up 7.0% month over month in the US at
$100 MM. Quarter over Quarter, sales/day are up 7.0%.
Avastin institutional sales were up 13.0% month over month in the US at
$147 MM. Quarter over Quarter, sales/day are up 22.7%.
?? NDC has released revised Rituxan, Herceptin, and Avastin sales data for
previous months. We refer to revised numbers for past months above.
AMGEN
Vectibix institutional sales were reported for the first time at $5.6 MM.
Aranesp institutional sales were up 4.5% month over month at $343 MM.
Epogen institutional sales were down 33.8% month over month at $178 MM.
Although Epogen is a mature drug, NDC sales can fluctuate based on sales
of Procrit into the Epogen market or vice versa.
Neupogen institutional sales were up 2.4% month over month at $69 MM.
Neulasta institutional sales were down 9.7% month over month at $220 MM
from $243 MM in September.
IMCLONE
Erbitux institutional sales were up 8.3% month over month at $53.9 MM from
$49.8 MM in September. Based on actual monthly sales reported by IMCL,
NDC has historically captured approximately 93% of Erbitux sales.
MGI PHARMA
Based on a 3-month rolling average, Aloxi captured 31.6% of the Total CINV
market versus 30.3% in September. US Oncology continues not to distribute data.
Monthly Aloxi sales fluctuate based on typical quarterly buying patterns. Because
clinics/physicians need to reach certain purchase levels to receive the maximum
volume discount each quarter, much of the buying occurs the last month of the
quarter, making month over month comparisons difficult. Thus, we compare
quarter over quarter monthly sales. Adjusting for estimated US Oncology sales in
the Clinic and Physician setting, we calculate that Aloxi captured 34.6% of the
Clinic and Physician market in October, compared to 26.2% in July. In the hospital
setting, Aloxi market share was 11.9% compared to 12.1% in September. |
