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Replies to #69959 on Biotech Values
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DewDiligence

12/12/08 4:19 AM

#69965 RE: steveporsche #69959

NVS FTY720 – This makes one down and two to go for the phase-3 program.

To recap: The phase-3 study reporting today was 12 months with an interferon control arm; the two phase-3 studies still in progress are 24 months with a placebo control arm.

Given that 18 months is generally considered the minimum duration for a trial to establish a benefit in disease modification, the two studies still in progress are arguably the most consequential ones. Moreover, these two trials will give a purer read on FTY720’s safety profile than the study that just reported.

Still, this is a promising start. FTY720 beat interferon with ease, even at the lower of the two tested doses where the dropout rate (10%) was less than in the interferon arm (12%).
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genisi

12/12/08 2:12 PM

#69994 RE: steveporsche #69959

Need to wait for data from the other trials, but looking at the efficacy&safety profiles of the two doses, perhaps NVS should test a lower than 0.5mg dose.