Question-and-Answer Session
Operator
(Operator Instructions)
We'll go first to Joel Sendek with Lazard Capital Markets.
Joel Sendek - Lazard Capital Markets
Hi, thanks. My question has to do with the guidance on Tarceva. And I'm wondering what your assumptions are with regard to the split between Ex-US and US for the second half. Is the guidance pretty much assuming continued growth in Ex-US and flat in the US or do you bake in any US growth.
Mike Atieh
Joel, its Mike. It basically assumes exactly that continued growth internationally and some growth in the United States but very modest growth until again, that we get label expansion.
Joel Sendek - Lazard Capital Markets
Okay. And then kind of the follow-on to that is let's say if the SATURN data and/or the BETA data are positive, how soon do you think that will impact the sales trajectory after the data comes out, if it's positive?
Colin Goddard
Well of course we wouldn't anticipate too much immediate impact. There will be some off label use perhaps this time on goes. But we then have to move to file for approval for both these agents and their new indications and we would expect of course once we launch into the new indications in the U.S. and around the world that we'll then see substantial revenue growth in both settings.
Joel Sendek - Lazard Capital Markets
Okay. Thank you.
Operator
And we'll go now to Maged Shenouda with UBS.
Maged Shenouda - UBS
Sure. Thanks for taking my question. If Roche is successful in its bid to acquire Genentech or the share of Genentech that it doesn't own, would that impact your agreement with the companies as it stands right now?
Colin Goddard
Well, remember there is no change of control taking here. So, as we look at our agreements with both Genentech and Roche there would be no real consequence from a contractual point of view with any of the outcomes that are postulated here. I think it would be fair to say, as we look at the situation we have really good working relationships with both our collaborators and colleagues in Genentech and our colleagues in Roche.
Operationally perhaps and logically, we could foresee some benefit from simplifying the relationships instead of having three participants at every year team meeting. We had just one team to work with. But really, we are kind of neutral to what's going on here and are obviously along with everybody else waiting to see what happens?
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