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zipjet

05/11/11 7:04 AM

#119803 RE: DewDiligence #119799

"Continues" certainly does not apply to the most recent quarter.

Given the big jump in pricing of MS drugs, and the greater influence of patient and physician, I suspect there would be a much higher demand elasticity that could be utilized by mC pricing at a bigger discount than mL. Call it -22%. And watch TEVA squirm.

ij
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jbog

05/11/11 8:38 AM

#119811 RE: DewDiligence #119799

Dew,

It would have been intersting to keep track of the product pricing because it looks like Copaxones growth is just a result of their pricing.