Replies to post #107318 on Biotech Values

[Dub Narcotic]

I think the bigger story is how BIIB got caught with its pants down in MS, it's major market. How were they not the leader in developing oral treatments? I don't think BG-12, their lead oral, is considered that impressive either.

[DewDiligence]

Re: Tysabri/JC test

If ~50% of those tested are positive there will be a lot of them dropping T and moving to another treatment. The rest will stay on T will greater peace of mind.

Before we can make even loose assertions about the market impact of a JC test, we need to have some idea of the sensitivity and specificity of the test. Only then can we ascertain the positive predictive value and the negative predictive value of the test in the Tysabri patient pool.