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Replies to #59220 on Biotech Values
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Jonathan Robinson

02/18/08 12:19 AM

#59230 RE: zipjet #59220

Zip,

I think your statements are consistent but it does seem Tysabri has grown on you a bit with the time since re-launch and lack of safety signals to date. Is that a correct statement? Does the Rituxan safety situation concern you at all - if memory serves it has its own cancer/pseudo-PML issues?

Jon
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ThomasS

02/18/08 1:28 AM

#59235 RE: zipjet #59220

Copaxone: I think we can all agree that Copaxone is approaching $2B in W/W sales; therefore, why not apply for the 1st generic version? The drug will not disappear overnight, if at all.
Evidently, Sandoz agrees.
A poster on another Board (RPRX, naturally) mentioned that MNTA would never be able to get around Teva's patent, totally ignoring that Sanofi's Lovenox patent is, in all likelihood, being negated as we speak by Teva!