Biotech Values

[zipjet]

On Tysabri sales - they said units grew by 6% year-over-year

I was thinking of QoQ, with pricing up 18.7% and revenue up 4%, units dropped from 2Q to 3Q.

On the JCV immunoassay, they need the data from the ongoing STRATIFY studies to get the test approved.

Right. Seems to me most of those taking T will want to be tested once it is available. For now they play Russian roulette. But once you know you are JCV positive, you trade a chance for a certainty (that you have the virus - NOT that you WILL get PML).

IF ~50% of those tested are positive there will be a lot of them dropping T and moving to another treatment. The rest will stay on T will greater peace of mind.

ij