For the first time as far as I know a broker has picked this up - Wedbush out today with a comment about XNPT mentioning potential dosage advantage, flushing advantage and better patent protection.
BG-12 data today is clearly good news for XNPT and helps explain the ~10% jump in XNPT shares. Positive BG-12 news validates the approach and opens the road for XNPT's potentially better version.
Can you expand on the "better patent protection" angle? Is it simply a matter of XP23829 simply having a much longer patent life than BIIB's BG-12 or is there something else to this comment? Also, do you think there is any potential for 829 to show better efficacy than BG-12 or are the theoretical potential advantages limited to dosing and flushing advantages, along with the better patent protection?