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Replies to #73433 on Biotech Values
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genisi

02/19/09 3:24 PM

#73437 RE: masterlongevity #73433

MS market - Estimations are that it will reach $10B in 2012. The worldwide market is expected to grow by about 10% annually.
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DewDiligence

02/19/09 4:18 PM

#73440 RE: masterlongevity #73433

Re: 4Q08 MS worldwide market share by dollar sales (not # of patients)

My calculation of MS market share ($):
copaxone: 30%
avonex: 27%
other interferons: 33%
tysabri: 10%

If you compare your 4Q08 numbers to the 2Q08 numbers in #msg-31152081, two things stand out: i) Copaxone has gained the most share during the past six months; and ii) BIIB has partially undone the precipitous decline in Avonex’s share via aggressive price increases.
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DewDiligence

02/19/09 7:47 PM

#73458 RE: masterlongevity #73433

Addendum re MS market shares: NVS is now selling Extavia in Europe, which is a knockoff of Betaseron (#msg-35002657). Going forward, NVS’ Extavia sales will have to be tallied to get an accurate reading of the market shares.