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DewDiligence

06/22/11 1:53 AM

#122075 RE: pcrutch #122052

Are you asking about Laquinimod, specifically? We’ll be in a better position to judge the Laquinimod threat to Copaxone after the results of the second phase-3 study, called BRAVO, are reported in 3Q11: http://clinicaltrials.gov/ct2/show/NCT00605215 . Unlike the ALLEGRO study (#msg-61953183), BRAVO will contain an arm with an active comparator (Avonex).

genisi

06/22/11 3:01 AM

#122076 RE: pcrutch #122052

Laquinimod looks lack luster compared to Gilenya and BG12

True but not surprising. Its safety/efficacy profile was expected to be in the same ballpark as Copaxone' and other current 1st liners (interferons). If you're asking about BG12, which (IMO) looks like the biggest oral threat to Copaxone at the moment, we'll soon know better as data from CONFIRM trial (http://clinicaltrials.gov/ct2/show/NCT00451451), that contains Copaxone as the active comparator are due in few months.

good for MNTA

If BG12 profile holds, it could take meaningful share from Copaxone (even if laquinimod will turn out to be a small product) over the next few years. That's not good for MNTA.