AI
Friday, November 05, 2010 12:49:07 PM
The US Copaxone market accounts for more than 20% of Teva’s company-wide profits. The exact number is not disclosed, but it’s much closer to 30% than 20%, IMO. Note that Teva no longer pays SNY a 25% cut for co-marketing.
Actually I knew that and selected my variables to suggest a conservative answer.
Biomaven also took issue in the same direction.
This just makes Bio's hedging idea more compelling.
ij
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