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DewDiligence

11/02/11 7:09 AM

#130026 RE: DewDiligence #123999

3Q11 US Copaxone sales +28% YoY to $752M, an all-time quarterly record:

http://finance.yahoo.com/news/Teva-Reports-Third-Quarter-bw-1325577980.html?x=0&.v=1
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DewDiligence

11/02/11 7:17 AM

#130027 RE: DewDiligence #123999

Copaxone vs Tysabri Sales in US Market

[Updated for 3Q11 results.]


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 eleven 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
3Q11 197 +31% +50% 752 +28% +39%

2Q11 183 +26% +46% 682 +29% +56%
1Q11 170 624
4Q10 162 655
3Q10 151 588
2Q10 145 531
1Q10 135 513
4Q09 137 509
3Q09 131 540
2Q09 125 438
1Q09 116 430