Replies to post #107294 on Biotech Values

[DewDiligence]

Tysabri's sales look even weaker considering the 18.7% price hike from early July.

Agreed. Perhaps Robyn Karnauskas’ 2015 forecast in #msg-53527118 is not so far-fetched.

[zipjet]

Tysabri's sales look even weaker considering the 18.7% price hike from early July.

Good point.

They need to get that antibody test* out.

ij

[edit]

* http://investorshub.advfn.com/boards/read_msg.aspx?message_id=55973261

PS - So it seems that unit sales are actually declining. That is in contrast to an ever more crowded infusion center here. So maybe our neuro is unusually pro-T.

[DewDiligence]

Copaxone Continues Cleaning Tysabri’s Clock in US Market

[Updated for 3Q10 Copaxone sales.]


The US market is the one of consequence for MNTA investors insofar as
this is where MNTA/NVS have submitted an ANDA for generic Copaxone.
Below are Tysabri and Copaxone US sales for the past nine quarters with
the recent year-over-year and quarter-over-quarter growth rates. Copaxone
outsells Tysabri in the US by approximately 4:1.

 
       -------TYSABRI-------    ------COPAXONE------- 
       US $M  Y-o-Y   Q-o-Q     US $M  Y-o-Y   Q-o-Q   
       Sales  Change  Change    Sales  Change  Change 
 3Q10   151   +15%     +4%       588    +9%    +11% 
 2Q10   145                      531  
 1Q10   135                      513 
 4Q09   137                      509 
 3Q09   131                      540 
 2Q09   125                      438 
 1Q09   116                      430 
 4Q08   115                      384 
 3Q08   122                      352