See comments below from Celgene $CELG 2q-2012 conference call (transcript via SeekingAlpha) related to VIDAZA, the key competitor to DACOGEN, Astex Pharma's myelodysplastic syndome (MDS) drug licensed to Eisai and Johnson & Johnson $JNJ. Note that both ASTX and Celgene are also developing "next-generation" verisions of their drug. See more about SGI-110 here.
"Compared to the second quarter of 2011, the significant increase in gross margin is partly due to a decrease in VIDAZA royalties after the product's loss of exclusivity in the U.S. in May of 2011."
"Second quarter VIDAZA sales were a record $201 million. Sequential quarterly sales grew 8% with strong year-on-year growth of 24%. In the U.S., sequential quarterly sales increased by 12% to $82 million and 12% year-on-year. Second quarter international VIDAZA sales grew to $119 million, up 6% quarter-on-quarter and 25% year-on-year. We expect new markets and increasing market share, plus duration of treatment in those existing markets, to drive improved international VIDAZA sales."
"We continually work to optimize and leverage our global MDS franchise. Our Phase III registration study for VIDAZA in acute myeloid leukemia is advancing and should serve to expand its approved indication to include all categories of patients with AML. Investigator interest to conduct research with CC-486, or oral azacitidine, is very high with 2 specific strategies under active consideration. The first seeks to develop CC-486 for a subset of low-risk MDS, and the other will test CC-486 as maintenance therapy following transplantation or other induction therapy for AML."
"Compared to the second quarter of 2011, the significant increase in gross margin is partly due to a decrease in VIDAZA royalties after the product's loss of exclusivity in the U.S. in May of 2011."
"Second quarter VIDAZA sales were a record $201 million. Sequential quarterly sales grew 8% with strong year-on-year growth of 24%. In the U.S., sequential quarterly sales increased by 12% to $82 million and 12% year-on-year. Second quarter international VIDAZA sales grew to $119 million, up 6% quarter-on-quarter and 25% year-on-year. We expect new markets and increasing market share, plus duration of treatment in those existing markets, to drive improved international VIDAZA sales."
"We continually work to optimize and leverage our global MDS franchise. Our Phase III registration study for VIDAZA in acute myeloid leukemia is advancing and should serve to expand its approved indication to include all categories of patients with AML. Investigator interest to conduct research with CC-486, or oral azacitidine, is very high with 2 specific strategies under active consideration. The first seeks to develop CC-486 for a subset of low-risk MDS, and the other will test CC-486 as maintenance therapy following transplantation or other induction therapy for AML."
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