Week ending 6/10 sees slight upticks in Gilead HCV…IMS released data for the week ending 6/10/2016 this AM. So far in the quarter, Gilead HCV scripts were lower by 3.4% vs. last Q, tracking at $1.98B sales per IMS vs. $2.1B consensus; a slight uptick was seen in NRx market share which could be attributed to typical trend of strong scripts following a holiday week. Opening of VA could be further upside. W/W Gilead HCV market share is stable at 90% share…
Gilead HCV: Despite a decrease in QTD (3.4%) in terms of total scripts, the HCV franchise saw a strong W/W uptick in new scripts (2,868 vs. 2,302), a trend typical of a post-holiday week and holds ground with 90% share among total scripts. We are in week #19 of new competition launch. New pt. starts are tracking ~8% below last Q. With a slight decrease in total scripts vs last Q, 2Q’16 sales are now tracking at $1.98B vs. $2.1B consensus. VA sales could affect the Q2 and we would see full quarter worth of VA sales in Q2’16. It was only effective for 1/2 of the Q in 1Q’16.
Gilead HCV: Despite a decrease in QTD (3.4%) in terms of total scripts, the HCV franchise saw a strong W/W uptick in new scripts (2,868 vs. 2,302), a trend typical of a post-holiday week and holds ground with 90% share among total scripts. We are in week #19 of new competition launch. New pt. starts are tracking ~8% below last Q. With a slight decrease in total scripts vs last Q, 2Q’16 sales are now tracking at $1.98B vs. $2.1B consensus. VA sales could affect the Q2 and we would see full quarter worth of VA sales in Q2’16. It was only effective for 1/2 of the Q in 1Q’16.
No comments:
Post a Comment