Replies to post #112150 on Biotech Values

[10nisman]

teva is up because marth did a good job imo explaining how copaxone won't be cannabalized to a significant degree by oral agents (as well as gave high expectations for their own oral agent)

Teva is up because they increased the price of Copaxone by 15% not as a result of anything Billybob said.

10nis

[DewDiligence]

teva is up because marth did a good job imo explaining how copaxone won't be cannabalized to a significant degree by oral agents (as well as gave high expectations for their own oral agent)

The more consequential reason, aside from the price increase on Copaxone, is that Marth reiterated Teva’s aggressive sales and EPS guidance for 2015 shown in #msg-56956538.

Marth and other Teva executives can reiterate these forecasts as often as they like, but Teva won’t be able to achieve these numbers if generic Copaxone reaches the US market.

[zipjet]

teva is up because marth did a good job imo explaining how copaxone won't be cannabalized to a significant degree by oral agents

A 15% increase in pricing* of Copaxone, their biggest profit item, did not hurt either since it will all flow to the bottom line.

:-)

ij

* Just a guess but I doubt there is any significant cost increase that is being offset.

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Edit - looks like we beat this point to death.

:-)

[Mpower]

Marth makes it a practice to regularly obfuscate the truth -- and IMHO, he is a joke for relying on such a leadership style.

I fully expect that after the FDA "asks more questions" about TEVA's tL (in late January), Marth will come out and try to convince the market that they answered all questions and expect approval for tL "any day now" ... this will go on for months and months, though he knows that they won't receive approval for quite some time.


It's time for Wheeler to go on the offensive and eat TEVA's copaxone lunch.