Biotech Values

[DewDiligence]

Copaxone vs Tysabri Sales in US Market

[Updated for 2Q11 Tysabri sales reported by BIIB.]


The US market is the one of consequence for MNTA investors insofar as
this is where NVS/MNTA applied to approval to sell generic Copaxone.
Below are Tysabri and Copaxone US sales for the past ten quarters with
the recent 1-year and 2-year growth rates.

 
       -------TYSABRI-------    ------COPAXONE------- 
       US $M  1-Year  2-Year    US $M  1-Year  2-Year   
       Sales  Change  Change    Sales  Change  Change 
 2Q11   183    +26%    +46%       *       *       * 
 1Q11   170    +26%    +47%      624    +22%    +45% 
 4Q10   162                      655 
 3Q10   151                      588 
 2Q10   145                      531 
 1Q10   135                      513 
 4Q09   137                      509 
 3Q09   131                      540 
 2Q09   125                      438 
 1Q09   116                      430

*Teva reports 2Q11 Copaxone sales on Jul 27.