Replies to post #123920 on Biotech Values

[iandy]

The trend in global Tysabri sales is what interests Elan investors.

>•Global in-market sales of TYSABRI in the second quarter of 2011 were $389 million, an increase of 31% over the second quarter of 2010. The total was comprised of $183 million in U.S. sales and $206 million in sales to markets outside the U.S.<

http://pharmalive.com/News/Index.cfm?articleid=795515

Would I be correct in saying Tysabri is picking up some steam?

[ciotera]

Copaxone vs Tysabri

Do you expect Copaxone to post as impressive of a growth rate?
I suspect it's losing more patients to Gylenia.

Btw, what was the original reasoning for comparing/contrasting Tysabri vs. Copaxone? Why not think of Copaxone within the usual ABCR competitive basket?

[DewDiligence]

Copaxone vs Tysabri Sales in US Market

[Updated for 2Q11 US Copaxone sales of $682M reported by Teva
(http://finance.yahoo.com/news/Teva-Reports-Second-Quarter-bw-384793619.html?x=0&.v=1 ).]


The US market is the one of consequence for MNTA investors insofar as
this is where NVS/MNTA applied to approval to sell generic Copaxone.
Below are Tysabri and Copaxone US sales for the past ten quarters with
the recent 1-year and 2-year growth rates.

 
       -------TYSABRI-------    ------COPAXONE------- 
       US $M  1-Year  2-Year    US $M  1-Year  2-Year   
       Sales  Change  Change    Sales  Change  Change 
 2Q11   183    +26%    +46%      682    +29%    +56% 
 1Q11   170    +26%    +47%      624    +22%    +45% 
 4Q10   162                      655 
 3Q10   151                      588 
 2Q10   145                      531 
 1Q10   135                      513 
 4Q09   137                      509 
 3Q09   131                      540 
 2Q09   125                      438 
 1Q09   116                      430