Biotech Values

[srsmgja]

<< The growth figures are over two quarters............>>


My post was not to dispute the figures you noted. My post was to prove the point that I often make in response to your frequent postings concerning the 'competition' between Tysabri and Copaxone.

Copaxone GROSS SALES numbers have been great. How could they not be? They have been able (along with the rest of the CRABs) to raise prices at an ave. of 30%/year over the last 3 years. Those price increases are no longer sustainable.

If you look at the UNIT sales, the picture is not as bright. Only a 10% increase in Unit sales over the last year. That's not bad for a mature product on the market for a decade.

Tysabri's unit sales increased 25% last year. If (and its admittedly a BIG IF) the safety profile does not deteriorate, its growth rate should be able to continue and expand over the next few years.