Replies to post #111061 on Biotech Values

[DewDiligence]

"The Barclays analysts said Gilenya, recently launched in the United States, had 23 percent of new written prescription starts in November among neurologists…"

New scripts at 23%. Wow. That has to affect Teva and potentially MNTA very strongly, as well as BIIB and others. Or am I missing something?

We’ll soon be able to assess the effect of the Gilenya launch on US sales of Copaxone, but I expect that any loss of share by Copaxone will be negligible. For now, Gilenya is apt to have a material adverse effect on BIIB, but not on Teva or MNTA.