2nd UPDATE: Herceptin Still Has Growth Potential - Roche Executive
12 March 2009 - 3:01AM
Dow Jones News
Roche Holding AG (ROG.VX) is confident breast cancer drug
Herceptin still has potential to expand sales, Peter Brown, life
cycle leader for the breast cancer drug said Wednesday.
Herceptin, which already has a market penetration of around 95%
in most Western markets, has potential for sales to expand, but the
bigger growth rates in coming years will be posted in emerging
markets, Brown added.
He was talking to reporters on a conference call to detail
findings of a study released earlier Wednesday, which had
demonstrated that women still benefited from having taken
Herceptin, four years after the treatment.
Herceptin had sales of 5.1 billion Swiss francs ($4.41 billion)
in 2008. The drug is sold in the U.S. by Genentech Inc. (DNA),
which developed the drug, and is currently the target of a hostile
bid by Roche to acquire the 44% of the U.S. biotechnology company
it doesn't already own.
Asked about competition from GlaxoSmithKline PLC's (GSK) drug
Tyverb, Brown said the dominance of Herceptin presents "quite a
high hurdle."
In the markets, where Tyverb - also known as Tykerb - has
already been launched, market penetration remains low. So far, it
looks like GSK "over-promised, and under-delivered" as far Tyverb
is concerned, he said.
GlaxoSmithKline spokesman Stephen Rea said it's still early days
for Tyverb, which was launched in the U.S. in 2007 and in the
European Union last year. GlaxoSmithKline believes its use will
increase over time as more data become available, he added.
The drug generated GBP102 million in sales last year.
Company Web site: www.roche.com
-By Anita Greil, Dow Jones Newswires; +41 43 443 8044 ;
anita.greil@dowjones.com
(Elena Berton in London contributed to this item.)