Earnings call transcript excerpts c/o SeekingAlpha.
vidaza grew 10% y/y
$204 total: US $87 and ROW $117
Both our product sales and EPS guidance include the possibility of generic VIDAZA entering in the U.S. during the second half of this year.
I wanted to focus on VIDAZA if we could. Jackie didn’t mention anything about expectations on the guidance for generic. So I just wonder if we could get a quick update on that and then I just wanted to ask also about when we might see the first efficacy of the oral VIDAZA and when we might see some, you mentioned in the slide some heavy generic programming, I guess, you could call it with VIDAZA. When might we see the first evidence of that data.
So the 2013 full-year guidance can accommodate a generic VIDAZA entrant here in the U.S. anytime in the second half of the year. That’s how we put it together. Originally, it continues to be that way. Not much has changed but we want to be able to accommodate that should it come in the second half of the year. The latest date for our assumption of generic VIDAZA is competition in the U.S. and that is built into the targets that go up 2017 is the first of January of 2014
And on the -- the other questions around oral azacitidine and Celgene are priming and things like that, I’ll turn it over to Bob or Mark. You will see that as one of the key feature topic at our investor analyst day on May 6. So I think we are getting pretty excited about that program. Go ahead Mark.
Yeah. Just to add, Jackie is exactly right. Thanks for the question. The way I would frame it as you’ll see data at R&D Day in Celgene Oncology as well as existing data, recall that at ASH last year, M.D. Anderson reported on oral aza in a couple of abstracts and we can provide them to you following this conference call. So there is some data available that we continue to update it and our enthusiasm for combination therapy as well as how we could build priming and sensitizing strategies with oral aza is growing.