The 37.7% market share for December that I posted 2/5/97 was wrong.
I am sorry. I did not realize it at the time.
When you re-posted it today, I went back and
checked the market shares for each.
Apparently, the 37.7% was Crixivan's market share
in December and someone erroneously reported it as
Agouron's.
Agouron's market share was 29.94% in December '97,
and 29.78% in January, '98.
Crixivan's market share was 37.75% in December,'97,
and 36.74% in January,'98.
I thought the market share seemed kind of high at the time,
but those were the figures reported in the
PW report of 2/4/98. Sam had posted another
analyst's report from 2/4/98,which had the same
figures, so I posted it.
lehman.com
Title: Biotechnology: Update from the Chicago
Retroviral Conference.
I don't know if it is still available there.
I am sure that the difference in market share
between December and January is not statistically
significant: 29.94% vs 29.78%.
I don't know if these numbers will stay in the
right columns, but the table starts with percentage
market share in March of 97 and ends in January of 1998.
I don't have the figures for February of '98.
Viracept was approved by the FDA in March of 1997.
In March of 97, Crixivan's market share was 59.12%.
In January of 1998, Crixivan's market share was 36.74%.
and Viracept's market share was 29.78%.
Norvir is being used in combination with Fortovase,
which accounts for the increase in Norvir market share.
Viracept's market share should increase even more as
it becomes used in double protease inhibitor combinations.
Also, Roche is supposed to launch
Viracept in Europe in early March, according to analyst reports.
Peter: Once Viracept is officially launched in Europe,
(it may already be launched) it will not matter which
drug sells more, Viracept or Fortovase, because Agouron
will receive royalties based on the drug that has
the highest sales. That is the arrangement, I believe.
Percentage Market Share
3/97 4/97 5/97 6/97 7/97
Viracept 2.49 10.04 16 20.14 23.67%
Crixivan 59.12 57.34 50.39 47.49 45.12%
Invirase 24.48 20.7 21.6 21.04 20.11%
Norvir 13.92 11.9 12.01 11.32 11.1%
Fortovase n/a n/a n/a n/a n/a
Total* 106,563 123,816 125,024 122,122 135,188
8/97 9/97 10/97 11/97 12/97 1/98
Viracept 26.01 27.87 28.17 29.15 29.94 29.78
Crixivan 42.24 40.9 41.4 40.07 37.75 36.74
Invirase 20.18 19.67 18.54 18 13.62 13.62
Norvir 11.56 11.53 11.89 12.05 12.55 13.308
Fortovase n/a n/a n/a 0.70% 4% 6.5%
Total* 132,547 134,431 144,928 137.271 152566 152655
*Total=Total Prescriptions, unadjusted, in absolute numbers.
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