Biotech Values

[DewDiligence]

Copaxone is Cleaning Tysabri’s Clock

The blowout 4Q08 sales for Copaxone combined with the weak 4Q08 results for Tysabri (#msg-35397974) mean that Copaxone is not only holding its ground against Tysabri but actually gaining share at Tysabri’s expense while continuing to take share from the interferon drugs.

Annualized 4Q08 Sales
(as reported by Teva):

US: $1.54B (65% of total), +42% YoY, +9% QoQ
ex-US: $844M (35% of total), +27% YoY, flat QoQ
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Total: $2.38B, +37% YoY, +6% QoQ