| Followers | 826 |
| Posts | 119569 |
| Boards Moderated | 14 |
| Alias Born | 09/05/2002 |
Tuesday, July 26, 2011 1:58:26 PM
How does Gilenya affect Copaxone?
According to NVS’ 2Q11 CC, 55% of US Gilenya patients were previously
taking no drug for MS, and 45% of Gilenya patients switched from another
drug. Of the 45% who switched, ~38% (i.e. 17% of US Gilenya patients)
switched from Copaxone, as can be seen from the chart below. Thus, each
US patient start on Gilenya is subtracting 0.17 from the number of
patients taking Copaxone. This number increased from NVS’ estimate
of 0.125-0.15 patients six months ago (#msg-59293907).
Source: http://www.novartis.com/downloads/investors/event-calendar/2011/2011-07-novartis-q2-presentation.pdf (slide #39)
According to NVS’ 2Q11 CC, 55% of US Gilenya patients were previously
taking no drug for MS, and 45% of Gilenya patients switched from another
drug. Of the 45% who switched, ~38% (i.e. 17% of US Gilenya patients)
switched from Copaxone, as can be seen from the chart below. Thus, each
US patient start on Gilenya is subtracting 0.17 from the number of
patients taking Copaxone. This number increased from NVS’ estimate
of 0.125-0.15 patients six months ago (#msg-59293907).
Source: http://www.novartis.com/downloads/investors/event-calendar/2011/2011-07-novartis-q2-presentation.pdf (slide #39)
“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”
Join the InvestorsHub Community
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
