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Replies to #67593 on Biotech Values
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blackcat

10/21/08 6:50 PM

#67594 RE: masterlongevity #67593

Including the PML cases which slowed Ty uptake somewhat, and the Euro vacation season which impacted it, I'm still not sure you could say "tysabri is growing a little" when it comes in at a 172% gain.

"Much of the income gain came from significant sales gains of the company’s lead multiple sclerosis drug Avonex. The drug generated $573 million in sales, a 26 percent gain.

MS drug Tysabri enjoyed a 172 percent sales increase, hitting $171 million for the quarter."

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DewDiligence

10/21/08 7:49 PM

#67596 RE: masterlongevity #67593

Re: MS market share

>would be interested to see what the new market share numbers are for MS market. Avonex seems to be growing nicely and tysabri is growing a little. is the overall market growing dramatically or is the market share for one of the other therapies decreasing?<

Worldwide market shares through 2Q08 are shown in #msg-31152081.

TEVA provides a chart of MS market-share data on its quarterly CC’s, so an update for 3Q08 should be available soon, which will additionally answer the question regarding overall market size.


<font size=3><font color=red> “The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”
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yadkinvalley

10/21/08 9:54 PM

#67602 RE: masterlongevity #67593

I think most of the Avonex increase is due to price increases.