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Replies to #81538 on Biotech Values
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srsmgja

07/28/09 7:07 AM

#81540 RE: DewDiligence #81538

Not a word in the press release regarding UNIT SALES of copaxone. I wonder why that detail was left out? Perhaps they'll mention it on the conference call.

I still contend that the overwhelming majority of this sales increase is due to the 30% YEARLY increases over the last 3 years. These price increases are not sustainable, IMO
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zipjet

07/28/09 9:12 AM

#81545 RE: DewDiligence #81538

Copaxone vs Tysabri in the US Market

Or you could say sequential growth in the latest Q was:

Copaxone 1.9%
Tysabri 7.7%

Unless there was a price increase for Tysabri or some other distortion, Tysabri performed relatively better.

IF the neuro's treating MS get more comfortable with the PML risk, Tysabri could gain a lot on it's superior patient outcomes.

Thanks for the data table.

ij
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masterlongevity

07/28/09 1:46 PM

#81558 RE: DewDiligence #81538

copaxone is cleaning avonex's clock too.
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alertmeipp

07/28/09 3:38 PM

#81561 RE: DewDiligence #81538

But if u look at just the last couple quarters... Tysabri is superior. :)

We will have to wait next few quarters to see those PML events is impacting the growth.