Replies to post #88923 on Biotech Values

[DewDiligence]

There were two Tysabri surveys on this board vis-à-vis 2009 worldwide sales. In the first survey, posted in Apr 2007 (#msg-19091083), there were 28 votes and the tally was:

• $0 (7%)
• >$0 and <$250M (14%)
• $250-499M (25%)
• $500-999M (25%)
• $1B+ (29%)

In the second survey, posted in Oct 2008 (#msg-33019068), there were 14 votes and the tally was:

• <$1B (14%)
• >=$1B and <$1.5B (71%)
• >=$1.5B and <$2B (0%)
• $2B+ (14%)

As it turns out, the correct answer was the most popular selection in both surveys.

[DewDiligence]

(MNTA) Copaxone Continues to Clean Tysabri’s Clock in U.S. Market

[Updated for Tysbari 4Q09 sales as reported yesterday by
BIIB. Teva will report 4Q09 Copaxone sales in February.]

The US market is the one of consequence for MNTA investors insofar as
this is where MNTA and partner NVS have submitted an application to
market generic Copaxone. Below are Tysabri and Copaxone US sales for
the past six quarters as well as the year-over-year and quarter-over-quarter
growth rates. One of these two drugs is indeed surging; it isn’t Tysabri.

 
       -------TYSABRI-------    ------COPAXONE------- 
       US $M  Y-o-Y   Q-o-Q     US $M  Y-o-Y   Q-o-Q  
       Sales  Change  Change    Sales  Change  Change 
 4Q09   137   +19%     +5%        *      *       * 
 3Q09   131    +7%     +5%       540   +53%    +23% 
 2Q09   125                      438 
 1Q09   116                      430 
 4Q08   115                      384 
 3Q08   122                      352

*Teva will report 4Q09 Copaxone sales in February.