Replies to post #141640 on Biotech Values

[jbog]

Dew,

In other words, the average US selling price after discounts and rebates declined relative to prior quarters.

It would be of more interest if Teva broke out their unit volume because I can't see pricing leading to the negative numbers. I wouldn't think Teva's renegotiation would negate a 14.9% price increase on Jan 3rd, 2012.

http://www.globes.co.il/serveen/globes/docview.asp?did=1000712663&fid=1725

[genisi]

Teva did not formally change its guidance given in Dec 2011 for $3.8B of worldwide Copaxone sales in 2012

Teva did not formally change any of its previous guidance and gave the excuse that the new CEO Levin needs more time and I guess he will lower the targets.

[genisi]

TEVA - 2Q12 US Copaxone sales reported today by Teva were $701M up from $617M and in today's call the Dr. Levin said it is still growing in unit terms.