Biotech Values

[DewDiligence]

Decision Resources survey supports Teva’s projections for thrice-weekly Copaxone in US market:

http://finance.yahoo.com/news/biogen-idecs-tecfidera-captures-largest-140000973.html

"In line with Teva's aim to switch 45 percent of Copaxone-treated patients to the new formulation within the next few months, surveyed neurologists estimate that 48 percent of patients currently prescribed Copaxone 20 mg will be switched to Copaxone 40 mg 3TW by the end of the year. The remaining patients are anticipated to either stay on the 20 mg formulation, switch to generic glatiramer acetate (if launched in June), or switch to another branded DMT [disease modifying therapy]."

However, the surveyed neurologists weren’t asked how many patients they expected to switch back from thrice-weekly Copaxone to a generic version of daily (20mg) Copaxone, so the survey doesn’t inform in this regard.