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Re: zipjet post# 144357

Monday, 06/25/2012 7:59:40 AM

Monday, June 25, 2012 7:59:40 AM

Post# of 257251

if BG12 gets approved (think it will and soon) and they price it competitively, it will have taken a big bite out of the MS market by 2015.

Citi analyst John Boris thinks like you: "On the challenge from BG-12, Boris notes, At Citi’s Annual Cleveland Clinic meeting, a leading MS doctor noted high BG-12 demand, with their center warehousing patients ahead of approval… BG-12’s safety/efficacy pose a threat to ABCR therapies, including Copaxone. We project U.S. Copaxone sales of $2.90 billion 2012E declining to $1.26 billion in 2015."

http://www.globes.co.il/serveen/globes/docview.asp?did=1000759958&fid=1725

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