Biotech Values

[genisi]

Teva already said that Laquinimod had a similar safety profile as placebo (very big relief considering its parent compound) in the trial and that reduction in disability progression and in relapse rate were both statsig. So big question is how efficacy compares to other first line drugs. Here are a couple of takes from Israeli analysts:

http://www.globes.co.il/serveen/globes/docview.asp?did=1000637053&fid=1725

Seems all expect reduction in relapse rate below 30%, which is relatively weak, but perhaps reduction in disability progression will be around 40%.