Biotech Values

[masterlongevity]

i'm not sure what the EMEA label states. THe FDA label is expected later this month. I actually thought they were talking about 6 month testing, so it's interesting to hear scangos mention 1 yr testing.

I am curious what the label will state about incidence of PML in JCV+ patients. I think it is now anticipated to be about 1/250. If the label gets this update, i would imagine many JCV+ pts would drop off tysabri. To date, BIIB has stated that only about 50% who test JCV+ are dropping off tysabri.

It looks like BIIB's 2012 strategy will be to push tysabri for JCV- subjects 1st line and avonex for JCV+ subjects. After BG-12 approval, I can't quite figure out how they will position it in regards to tysabri. thoughts?