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Re: DewDiligence post# 13015

Thursday, 02/12/2015 9:47:28 PM

Thursday, February 12, 2015 9:47:28 PM

Post# of 20689
So it would seem that the copaxone market is pretty stable in terms of market value. Last year there was a 10% price increase (and this year a 9.9%) and the 3x weekly is at a 10% discount and has a 60% share. Implying the 4% yoy 4Q quarterly change is due largely to the 20mg price increase alone.

I'd suggest the large increase in 3x weekly is more due to price (rapid uptake facilitated by payors reducing costs) than convenience and that it is very vulnerable to generic pricing. And wouldn't exclude that share from generic market estimates when the time comes.