Biotech Values

[genisi]

Laquinimod looks lack luster compared to Gilenya and BG12

True but not surprising. Its safety/efficacy profile was expected to be in the same ballpark as Copaxone' and other current 1st liners (interferons). If you're asking about BG12, which (IMO) looks like the biggest oral threat to Copaxone at the moment, we'll soon know better as data from CONFIRM trial (http://clinicaltrials.gov/ct2/show/NCT00451451), that contains Copaxone as the active comparator are due in few months.

good for MNTA

If BG12 profile holds, it could take meaningful share from Copaxone (even if laquinimod will turn out to be a small product) over the next few years. That's not good for MNTA.