Replies to post #194622 on Biotech Values

[dewophile]

This may be a dumb question but how if any do you think Novartis having both gilenya and glatopa would affect the latter. Specifically are they separate reps and even so would nvs overall prioritize gilenya for first line new pt starts since this is a higher margin product? I see some potential conflict here for glatopa. I'm not even sure how much share gilenya has in first line so any thoughts appreciated

[DewDiligence]

NVS/MNTA—Glatopa’s volume share of 20mg Copaxone is 30%, which is “according to plan,” according to NVS’ 3Q15 CC.