Biotech Values

[ciotera]

I've seen that chart but it does not directly speak to my point - first, Avonex is not broken out and second, it profiles Gilenya's source of business in a conventional sense, i.e. which drugs patients were taking before they switched to Gilenya. Which is not the same as which drugs is Gilenya stealing share from - these are the drugs that patients would be prescribed in Gilenya's absence but instead are prescribed Gilenya. I'd call this the "true" source of business but it's typically much harder to quantify, while the conventional source of business can be easily produced with longitudinal claims data.