Replies to post #73409 on Biotech Values

[DewDiligence]

Now I will concede that different distributors and middlemen can effectively change prices by 2-4%.

You seem to be focusing on retail prices, which are irrelevant to our discussion inasmuch as we’re talking about calculating the ASP for the manufacturer. Variations in the ASP for the manufacturer according to the location and the middlemen are about an order of magnitude greater than the 2-4% range you cited, i.e. they’re as large as 40%.

[DewDiligence]

Tysabri Resumes Modest Quarter-Over-Quarter Growth

The good news for BIIB and ELN is that Tysabri sales did not decline from quarter to quarter, as they did from 3Q08 to 4Q08 (#msg-35397974). The bad news for BIIB and ELN is that sales growth from 4Q08 to 1Q09 was almost non-existent in the US.

 
                         1Q09 4Q08 %Change 
 US sales ($M)            116  115  +0.9% 
 Ex-US sales ($M)         111  103  +7.8% 
 ===                     ==== ====  ===== 
 Worldwide sales ($M)     227  218  +4.1% 
  
 Thousands of patients   ==== ====  ===== 
 on Tysabri at qtr end*  39.4 37.0  +6.5%

*Excludes patients in clinical trials.

Source:
http://finance.yahoo.com/news/Biogen-Idec-Reports-First-bw-14949365.html