Re: Ocrevus market share
That’s a scary chart for TEVA—and also for MNTA. In due course, I expect Orevus will take share from all of the injected/infused MS drugs and even some share from the oral meds.
Thus, the negative effect on Copaxone, specifically, is probably somewhat overstated in the chart in question. The price of 40mg Copaxone (which comprises ~85% of the US Copaxone market) will decline when the FDA approves a generic version, which should stem the loss of Copaxone share to some degree.
“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”