Replies to post #113556 on Biotech Values

[DewDiligence]

How does Gilenya affect Copaxone?

According to NVS’ 4Q10 CC, approximately half of Gilenya’s US sales are coming from patients who were not using any MS drugs. Of the other half—i.e. patients who were on another MS drug and switched to Gilenya—25-30% are switching from Copaxone. Thus, each patient start on Gilenya is subtracting 0.125-0.15 patients from the number taking Copaxone.

This graphic comes from NVS’ 4Q10 CC:



Source: http://www.novartis.com/downloads/investors/sales-results/novartis-investor-presentation-fresco-january-27-2011.pdf