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Re: DewDiligence post# 136181

Friday, 02/10/2012 3:32:23 PM

Friday, February 10, 2012 3:32:23 PM

Post# of 257251
BIIB discloses unit sales of its MS drugs (as opposed to merely dollar sales) on quarterly CC’s. In the US market—the market of interest for MNTA due to its Copaxone program—4Q11 Avonex unit sales were down YoY (but flat QoQ), while 4Q11 Tysabri unit sales were +10% YoY.

From the 10% YoY growth in unit sales and the 21% YoY growth in dollar sales (#msg-71560226), we know that the average selling price of Tysabri in the US increased by 11% in 4Q11 vs 4Q10.

Source: http://seekingalpha.com/article/328632-biogen-idec-s-ceo-discusses-q4-2011-results-earnings-call-transcript

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