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Biotech / Medical : Agouron Pharmaceuticals (AGPH) -- Ignore unavailable to you. Want to Upgrade?

To: Peter Singleton who wrote (3959)	3/24/1998 5:14:00 PM
From: margie	Read Replies (1) \| Respond to of 6136

Percentage Market Share 3/97 4/97 5/97 6/97 7/97 8/97 Viracept 2.49 10.04 16 20.14 23.67% 26.01 Crixivan 59.12 57.34 50.39 47.49 45.12% 42.24 Invirase 24.48 20.7 21.6 21.04 20.11% 20.18 Norvir 13.92 11.9 12.01 11.32 11.1% 11.56 Fortovase n/a n/a n/a n/a n/a n/a Total* 106,563 123,816 125,024 122,122 135,188 132,547 Viracept 9/97 10/97 11/97 12/97 1/98 2/98 Market Share 27.87 28.17 29.15 29.94 29.78 29.7 Total scripts 37488 40830 40013 45682 45466 42132 Scrips/day 1250 1361 1333.8 1474 1466 1504 2.6% Crixivan 40.9 41.4 40.07 37.75 36.74 36.75 Total scripts 55000 60000 55000 57600 6088 2132 Scripts/day 18333 1858 1809 1861 2.9% Norvir 11.53 11.89 12.05 12.55 13.308 13.43 Total scripts 15500 17233 16543 19144 20316 19054 Scripts/day 516 574 551 617.6 655.4 680.5 3.8% Fortovase n/a n/a 0.70% 4% 6.5% 8.5 Total scripts 1000 6153 9990 12068 20.8%* Invirase 19.67 18.54 18 13.62 13.62 11.6 Total scripts 26443 26865 24715 23987 20785 16453 -5%??* Invirase PLUS Fortovase n/a n/a 18.73 19.76 20.16 20.11& Total Scripts 25715 30140 30775 28521 Scripts/day 857.2 972.26 992.74 1018.6 2.6%* Total 134,431 144,928 137.271 152566 152655 141,839 #Scripts/day 4481 4675 4575 4921 4924 5065 *Compare Fortovase + Invirase Total to Viracept, etc. Prescription data-unadjusted, in absolute numbers. There are two different things here: 1. Market share: e.g. monthly data for Viracept divided by the total monthly data for all pi's 2. Monthly sales growth: e.g. difference between Jan-Feb data divided by January data. This is where prescriptions per day were used instead of prescriptions per month. According to these calculations, Viracept's sales grew by 2.6%, Combined Invirase + Fortovase grew by the same amount at 2.6% Norvir's daily scripts increased the most in February. Crixivan sales are increasing, but the market share is decreasing. Crix is approved in something like 80 countries, and I don't know if these figures include those countries. Anyone notice how script data for Crixivan is so nice and even. Strange. Starting from 3/97-63,000; 4/97-71,000; 5/97-63,000; 6/97 58,000; 7/97-61000 8/97-56000. All the data means is that as long as the overalll market is growing, and the market share doesn't decrease, sales will keep growing. That's if all these calculations are valid :-) Personally I think we are putting too much emphasis on these numbers. There may be a period where Rit/Saq market share increases more rapidly, until Viracept is used more widely in dual combinations, as the dual combination adds to whatever existing market share is already established.