Replies to post #84739 on Biotech Values

[DewDiligence]

Re: Copaxone in CIS / market size

I don't have a better view on the CIS subgroup than what I've posted here…

In that post, about one year ago, you speculated that the CIS market could be >$1B annually. Now that Copaxone has had FDA and EU approvals in CIS for about two quarters, I was wondering if the sales results in CIS had caused you to raise or lower your estimation of the addressable market.

Physicians tend to start treatment earlier so Copaxone should gain share at the expense of the beta interferon class.

I do not understand what you mean—please clarify.

…most convert in the first five years, and especially in the first two years, after an initial attack.

Do you know of any graphs from peer-reviewed studies that show conversions vs elapsed time? T.i.a.