what was the original reasoning for comparing/contrasting Tysabri vs. Copaxone? Why not think of Copaxone within the usual ABCR competitive basket?
Tysabri was considered a bigger threat to Copaxone than the interferon drugs were. The interferons, as a group, have been steadily losing share in the US market.
Do you expect Copaxone to post as impressive of a growth rate?
Adjusted for inventory stocking (which causes moderate swings from quarter to quarter) Copaxone sales in the US market will probably continue to grow at a nice clip due to price increases. The price increases will likely continue until NVS/MNTA launch their generic.
I suspect it's losing more patients to Gilenya.
Please see the chart in my next post. Regards, Dew
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