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Replies to #84683 on Biotech Values
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genisi

10/08/09 4:42 PM

#84739 RE: DewDiligence #84683

I don't have a better view on the CIS subgroup than what I've posted here #msg-32333213. To summarise: there's a growing body of evidence that early is late in MS — when patients develop the first symptoms, the disease has been present for a long time. Some patients may already have evidence of old lesions on MRI and some atrophy of the brain. On the other hand, it is uncertain how many would have converted from CIS to “clinically definite MS”, with a second attack in the long term, although most convert in the first five years, and especially in the first two years, after an initial attack. Physicians tend to start treatment earlier so Copaxone should gain share at the expense of the beta interferon class. Still, when dealing with those without clinical symptoms compliance can be low, discontinuations common, and some may prefer the wait-and-watch attitude.