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io_io

05/09/12 8:43 PM

#9000 RE: DewDiligence #8998

Outlook for 2012 US Copaxone sales (three posts):
#msg-75390703
#msg-75406710
#msg-75406857
The bottom line, IMO, is that 2012 US sales of Copaxone (assuming no generic) will be in the neighborhood of $2.6B.



Hmmmm - and all 3 posts by you Dew !

Insofar as the central fact you cite, that:

"Teva did not formally change its guidance ... for $3.8B of worldwide Copaxone sales in 2012 (#msg-70158971)"

- appears refuted by the truth, which is that the new CEO withdrew all 2012 guidance -

http://news.investors.com/article/610812/201205091311/teva-stock-drops-after-q1-earnings.htm?ven=yahoocp,yahoo

- then it would appear that these 3 posts, and the multiple others by genisi and yourself on the BV board today, are ..... shall we say, a bit contrived.
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DewDiligence

05/24/12 10:18 AM

#9044 RE: DewDiligence #8998

Teva’s new CEO retained 2012 Copaxone guidance for worldwide sales of $3.8B (#msg-75927109); this suggests that my $2.6B forecast for 2012 US Copaxone sales in #msg-75407657 is reasonable and is close enough for modeling purposes.