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.
Showing posts with label AMGN. Show all posts
Showing posts with label AMGN. Show all posts
Thursday, November 16, 2006
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