Biotech Values

[jbog]

NVS will almost certainly increase the rebates on Gilenya to match the US AWP of Tecfidera.

Quote:
The injectables, Copaxone, Rebif and Avonex will start to wither away once the safety parameters are met.


Such a comment shows a lack of understanding of the MS market, where patients switch drugs infreqeuntly.

Contrary to your opinion, NVS's rebates aren't cutting it and I would think that if copaxone usage is down 6% the withering has started.