Celgene's
As you'll recall, Celgene's shares declined substantially after the company said that Abraxane hadn't extended progression-free survival in lung cancer patients. Still, Celgene seems fairly optimistic about the acquisition of Abraxis Bioscience, pointing to the company's confidence that Abraxane can hit $1 billion in sales by 2015. Part of that comes from confidence that Abraxane will be approved by the Food and Drug Administration for lung cancer based on the response rate data, but also because Celgene believes it can expand the sales in the breast cancer market better than Abraxis Bioscience ever did.
Hospira
Celgene really needs a hit from Abraxane and other drugs it may license or purchase. Revlimid is still growing well -- 42% year over year in the fourth quarter -- but that can't continue forever. Given that it makes up two-thirds of Celgene's revenue, the slowdown is going to have a dramatic effect on the company's growth rate if it doesn't have newer drugs with rocket-ship-shaped growth curves to make up the difference.
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