Showing posts with label AMGN. Show all posts
Showing posts with label AMGN. Show all posts

Thursday, November 16, 2006

Tykerb: $2B in rev @ peak?

GSK's Tykerb just received priority FDA review, meaning that if everything goes right, it will be on the market in about 6 months - initially for breast cancer.

The linked article suggests Tykerb will peak at $2B in annual revenue, which seems a bit large.

A small molecule dual EGFR + Her2/neu inhibitor, Tykerb could supplant Herceptin (~$750M in 2005 sales) and potentially Tarceva, meaning that Genentech is solidly in GSK's cross hairs (not to mention other EGFR product makes like ImClone/BMS, and Amgen.)

IMHO, DNA needs to rev up Tarceva marketing ASAP.