How much has Blincyto, Corlanor and Imylgic sold?

Discussion in 'Amgen' started by anonymous, Jan 15, 2016 at 4:27 AM.

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  1. anonymous

    anonymous Guest

    How much or is it a loss for Amgen.
     

  2. anonymous

    anonymous Guest

    Interesting that no one seems to know how much of this shit has been sold since launch. That message in itself must tell us something is not quite right here. If the sales were rocking - or maybe even close to expectations - then I am sure the sales #'s would have been readily disclosed. Something fishy maybe?
     
  3. anonymous

    anonymous Guest

    I heard Corlanor sold less than $20M! Yikes. Even a small biotech of 100 people could not survive off that!
     
  4. anonymous

    anonymous Guest

    I were wallstreet, I would demand Amgen give the sales and volume of these products. I would also demand that Amgen show for legacy products what portion did not come from bi-annual price increases.
     
  5. anonymous

    anonymous Guest

    SHORT AMGEN!!!
     
  6. anonymous

    anonymous Guest

    Do we really need to ask this question. We all know that none of it is meeting anything close to expectations........

    But watch and listen to BB and TH spin it for wall street at earnings call. Ha Ha - I hope those brokerage nerds are smart enough to sift through the bullshit those guys will be throwing at them.
     
  7. anonymous

    anonymous Guest

    Blin, Corlanor, Imlygic, Repatha (plus others) total $26M in Q4 sales.
    Merrill Lynch guy asked for specifics on the Repatha sales YTD and Bradway said Amgen is not breaking out sales data for Evo at this time. Hmmmmm.........
     
  8. anonymous

    anonymous Guest


    *Other includes MN Pharma, BLINCYTO®, Bergamo, Repatha®, Corlanor® and IMLYGICT

    Blincyto on the market for about a year, same with corlanor....obviously, these are DOG products!
     
  9. anonymous

    anonymous Guest

    You are an idiot. Blin did $71M in its first year. Which is where it was forecasted.
     
  10. anonymous

    anonymous Guest

    Wrong!!!! And blin doesn't have much more runway in ALL anyways. CART is gonna beat ya!
     
  11. anonymous

    anonymous Guest

    How is it wrong? Blin will have multiple indications and will set the foundation for our immuno oncology platform. CAR-T is amazing tech, however it's not a zero sum game. Alas, I digress writing to a nitwit supportive care rep.
     
  12. anonymous

    anonymous Guest

    US sale for year end is 80+ millions for all others. Corlanor or blin have been on the market for almost a year. Eu just approved blin recently so the eu data might not be ready to predict. Repatha has about half a year on the market.
     
  13. anonymous

    anonymous Guest

    Barrons - January 29 , 2016

    "We continue to get limited visibility into the quantitative progress of the launch but the qualitative commentary leads us to believe Repatha will have a difficult time hitting our expectations in the near term. Management seems encouraged by underlying physician demand (as expected); but, utility management installed by payers has become an even more substantial roadblock than we or the Street initially expected. As a result, we’re ratcheting our near-term (2016-2018) expectations for Repatha down."
     
  14. anonymous

    anonymous Guest

    Amgen average 25m a quarter in other sales - if Blin is 80m then corlanor, repatha, imlygic, Bergamo and other is only 20m?

    Blin has much less patients than Kyprolis and it did better to in year one? It also has to compete with 4-5 cartT ALL programs. Whoever told you 80m is a liar. Doesn't pass the smell text loser
     
  15. anonymous

    anonymous Guest

    pOwned Loser Onyx!
     
  16. anonymous

    anonymous Guest


    This is why you are stupid supportive care reps...Page 10 of the earnings call report on our website Kyprolis Q4 US Sales = $134M times that by 4 and you get approx: $536M for the year.

    Rest of products = $26M - Blin is the most expensive drug that Amgen sells at $80K per cycle. Imlygic launched in October and is off to a very slow start. Corlanor is not selling well and Repatha is just getting going with an August approval and stiff competition in the market place. So it is very realistic that Blin does somewhere in the $70M-$80M range, which is what the original guidance was.

    Learn to read a report jackasses before you pop off!
     
  17. #17 anonymous, Jan 31, 2016 at 12:14 AM
    Last edited by a moderator: Jan 31, 2016 at 12:54 AM
    anonymous

    anonymous Guest

    G
    Your numbers on Kyprolis are 100% wrong. Try again. Also you mathematically proved my point with Blincyto.
     
  18. anonymous

    anonymous Guest

    How can I be wrong when I got the numbers straight from the Amgen corporate presentation.

    You onyx-faggots can't even read.

    Slide 6 - 3rd Line MM- 5900 pts, 4th line MM - 1200 pts , so 3rd and 4th line is 7,100 patients. It's called addition but you h0mos didn't learn that in kindergarten.

    Slide 13 - Adult Relapsed/Refractory Ph-Negative B-precursor ALL WW - 2,056 Patients and 1107 in the US.

    Here is the AMGEN IR link once again gayassfycker - http://phx.corporate-ir.net/External.File?item=UGFyZW50SUQ9NTU4NjEwfENoaWxkSUQ9MjU2NjI1fFR5cGU9MQ==&t=1

    NowLICKmyDIRTYPOOOPYASSONYX FYCKER!!!!!!
     
  19. anonymous

    anonymous Guest


    http://www.fiercepharma.com/story/report-real-world-blincyto-spending-likely-fall-far-short-amgens-178k-list/2015-09-02

    When Amgen rolled out its Blincyto treatment for an ultra-rare form of leukemia, the California biotech set what seemed to be an eye-watering price--$178,000 for a typical patient. But some number-crunching of clinical trial data, coupled with documents from the Centers for Medicare and Medicaid Services, suggests that the real-world cost will be much lower.

    About 60% lower, in fact, according to the analysis from VOI Consulting. The life sciences advisory firm says Blincyto treatment should run about $71,000, on average.

    That's because patients aren't likely to get two full treatment courses of 28 days apiece, VOI Consulting President Todd Clark told FiercePharma. In clinical trials, the average time on therapy was 21 days for the first cycle and 10 days for the second--and many patients may not need more than one cycle, Clark said.

    Some three-fourths of patients in trials received a shorter course of therapy than the 56 necessary to hit that $178,000 price tag, the analysis showed--"even in the clinical trial environment where payment was not an issue and patients could be treated for an extended period of time," Clark noted.

    Coupled with information gleaned from Amgen's ($AMGN) interactions with CMS when negotiating for additional Blincyto funding, the days-of-treatment analysis showed that "very few patients will actually be treated" for the full 56 days, Clark said.

    Amgen couldn't comment on the VOI Consulting report but said that in clinical trials, the median duration of treatment for patients who responded to Blincyto was two cycles, and 41.6% saw remission within two cycles.

    "The price of Blincyto reflects the significant clinical, economic and humanistic value of the product to patients and the healthcare system, for an ultra-orphan population with a serious illness," the company said in an emailed statement. "The price also reflects the complexity of developing, manufacturing and reliably supplying innovative biologic medicines, ongoing investments in additional research in existing and new indications as well continued innovation in the formulations and delivery of our products."

    In further digging into Blincyto's costs, Clark said, its
    list price assumes one vial per day of therapy. But in practice, Medicare contractors are recommending that clinics use just 0.89 vial per day, VOI Consulting found. "That's a relatively small difference, but when a drug is this costly, it adds up quickly," Clark said.

    At a time when cancer drugs are increasingly costly, and expensive treatments in other categories are stacking up, payers are likely to seize on any opportunity to work data to their advantage, Clark points out.

    And payers' desire to dig into the nitty-gritty on Blincyto spending could soon grow. The drug is now approved specifically for Philadelphia chromosome-negative acute lymphoblastic leukemia (ALL), a rare form of the blood cancer, so its patient population is necessarily limited.
    About 900 patients in the U.S. would be eligible for the treatment under its current approval, Amgen says. That makes it easier for payers to swallow a big price tag.



    SORRY ONYX, $80M on 900 patients max and with an average price of 71k + Kite Pharma, Novartis, and Juno Therapeutic CAR-T programs is HIGHLY UNLIKELY.

    Let's assume Blincyto has a 50% market share (which is rare in first year of launch) so 450 patients with an average one cycle at 90k not the 71k reported is still $40.5M


    Clinical trials are free to patients and easier to get access than Blincyto since it's all company sponsored.

     
  20. anonymous

    anonymous Guest

    Patients get more than one cycle dummy.