Replies to post #116762 on Biotech Values

[DewDiligence]

Does $2.7B [Leerink Swann] estimate for Copaxone take into account of generic from NVS/MNTA?

I don’t know how Leerink arrived at its $2.7B projection. Copaxone is selling at an annualized rate of $3.8B ($2.6B in the US). A single generic version in the US—which is all there will ever be (IMO)—is not going to make much difference in the average selling price or the total Copaxone sales for the branded plus generic products.