Also note that JNJ, as usual, did not mention DACOGEN on their earnings call, nor did they break out sales in their earnings release.
- 4q2012 VIDAZA sales +14% y/y to $216m, +3% y/y to $88m in the US,+23% international to $128m driven by market share increases
- Full year 2012 VIDAZA sales of $823m, +17%
- Phase 3 AML data expected in 2013
Transcript excerpts c/o SeekingAlpha.
Fulll year 2013 revenue guidance of $6 billion can absorb two full quarters of generic VIDAZA competition (no generic has yet been approved or launched despite loss of orphan drug exclusivity)
"VIDAZA has the near-term potential to become one of our brands with annual sales greater than $1 billion. Year-on-year 2012 sales growth was 17% to just over $820 million. VIDAZA’s use is used as a standard treatment for high risk MDS and a subset of Acute Myeloid Leukemia continues to grow. Duration of therapy is improving and our expansion into new markets continues. We look forward to the results of VIDAZA Phase III study, AML-001, late this year"