Biotech Values

[masterlongevity]

Biogen has 7 products either approved or in Phase III for MS. They are not fully committed to tysabri and are clearly hedging their bets.

Although the tysabri data are really amazing, I think the market potential is diminished for a couple of reasons.

1)they have lost a lot of time in which competitors are catching up. Rituxan and FTY720 ph ii data are pretty positive and they are both far along in phase III

2) neuros are clearly hesitant to use tysabri at this point and it's not clear if they will change rapidly

3) copaxone is really safe and cheap and keeps putting out reasonably positive data