Biotech Values

[tinkershaw]

This blood washing is old news. It was something we all knew worked but Biogen had to pay to get a study done so they could get it published in a journal and use it for marketing purposes.

It does make a difference in the real world as neurologists and patients can now point to the same thing that investors have been pointing to, and whether justified or not, take comfort that a peer reviewed journal says it is so. It is how the urban myths of medicine spread and become reality.

So a positive for ELN and Biogen, although the IRIS issue still comes into play.

But in the end 3 out of 50,000 patients who have taken tysabri have died. One can cull that further to how long they've been on it, etc., but all 3 have been either combo or had a immune modifying drug treatment, an any statitical analysis you take finds the PML risk result at much less than 1 in 1000 and the death chances even less then that.

So if the risk of tysabri can be overblown, why not allow the mitigating factors to be overblown as well as the information get disseminated.

Tinker