GLPG:
To be clear, I'm inclined to think that the dosing for men will be sorted out prior to the phase 3. I don't see them doing a phase 3 in the US with men dosed at 100 mg. The efficacy at this level seemed unremarkable.
But with the current status quo, I agree that it would provide a challenge in the marketplace. Even though most RA sufferers are women, the 100 mg total dose seemed a poor efficacy proposition for men. That would suggest that specialists wanting the best for their male and female patients would prescribe separate drugs. This makes it all the more vital that GLPG have very strong efficacy results in the female population, otherwise convenience may prompt prescribers to just stick to one drug.
On the other hand, the GLPG drug may have advantages in the AE profile that may urge docs to preferentially stick with it.