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【技术产业】Avastin：业绩增长 甜中带涩
Genentech’s Avastin Loses a Bit of Luster
Posted by Jacob Goldstein
Genentech, a star of the ailing drug business, couldn’t quite match analysts’ stellar growth expectations for 2007.
Its biggest selling drug, the cancer treatment Avastin, had sales growth of 23% in the fourth quarter, to $603 million, the company said yesterday in its earnings announcement. But that growth — which would be the envy of many in Big Pharma — was less than Wall Street had estimated, and shares were down in after-hours trading, the WSJ reported.
And Avastin, which is approved to treat lung and colorectal cancer, still faces some down-side exposure. FBR analyst Jim Reddoch estimates that Avastin has a 25% penetration in breast cancer,a despite the fact that the FDA hasn’t approved it for that use.
But that off-label use could come under pressure: An FDA advisory committee recently said the agency shouldn’t approve the drug for use in breast cancer, and a tougher FDA position could make insurance companies less likely to cover the use of Avastin in breast cancer.
Meanwhile, sales of the company’s eye drug Lucentis fell 9.2%, to $197 million. Lucentis continues to face off-label competition from Avastin, which is much cheaper than Lucentis when used in the eye.
简短的编译：
Genetech公司的抗癌药物Avastin在2007年的最后一个季度里取得了23%的销量增长、达到6.03亿美元。这一“明星”业绩足以让其他的制药巨头们汗颜，但是仍未能符合华尔街的预期，股价因此下跌。另外，尽管有25%的医生选择将这种肺癌和结直肠癌的治疗药物应用于乳腺癌的靶向治疗，但是FDA还是没有批准Avastin正式用于乳腺癌的治疗，并且还警告将联合医疗保险公司联合遏制Avastin的这种标签外应用现象。不过，最令Genetech公司尴尬的是，Avastin业绩的增长是以牺牲公司另一品牌药物Lucentis为代价的，由于临床医师普遍应用相对低廉的Avastin来治疗眼疾，同一季度Lucentis的销售下滑了9.3%，跌至1.97亿美元。
这一句不是很理解，“FBR analyst Jim Reddoch estimates that Avastin has a 25% penetration in breast cancer”，期待其他战友的指正。 FBR：全称可能为Friedman Billings Ramsey，是借用了三位合伙人名字的第一个字母，即FRIEDMAN、BILLINGS、RAMSEY。公司总部设在美国东部的西弗吉尼亚州，是该州有名的投资银行集团公司。
该句可否理解为：FBR 分析师Jim Reddoch 估计Avastin 近25%的销售来自于乳腺癌的治疗应用（，尽管FDA还是没有正式批准Avastin用于乳腺癌治疗）
sanbao2006 wrote:
FBR：全称可能为Friedman Billings Ramsey，是借用了三位合伙人名字的第一个字母，即FRIEDMAN、BILLINGS、RAMSEY。公司总部设在美国东部的西弗吉尼亚州，是该州有名的投资银行集团公司。
该句可否理解为：FBR 分析师Jim Reddoch 估计Avastin 近25%的销售来自于乳腺癌的治疗应用（，尽管FDA还是没有正式批准Avastin用于乳腺癌治疗）
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作者:admin@医学,生命科学 2011-07-21 01:10
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