Replies to post #72016 on Biotech Values

[DewDiligence]

…presence in the MS market is an important step for NVS considering the possible FTY720 launch in the future.

That’s an astute observation—it’s undoubtedly the reason NVS went to so much trouble to have to right to sell a knockoff of an also-ran drug.

[DewDiligence]

…presence in the MS market [via Extavia] is an important step for NVS considering the possible FTY720 launch in the future.

NVS’ acquisition of Extavia from Schering AG a few years ago and the consequent buildout of an MS salesforce should now pay handsome dividends. One analyst is projecting peak Gilneya sales of $3.5B, which I think is very doable.