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biomaven0

07/07/15 10:37 AM

#193205 RE: DewDiligence #193200

These CGRP programs are the most interesting new migraine drugs by far since the triptans. If the mab's are successful they would be the first migraine prophylaxis drugs actually developed for migraine rather than re-purposed from another indication.

It's known that CGRP is released during an acute attack, and it's also known that CGRP levels are higher interictally (between attacks) in chronic migraineurs than they are in normal folks. Botox might actually work by reducing CGRP levels, although it's hard to disentangle the causality.

If these drugs are safe and effective they will be very big sellers.

I assume Merck outlicensed this drug because Allergan is already selling in the space. For Allergan, this might have been a defensive move to protect against these drugs displacing Botox (which is pretty likely assuming they work well).

Peter