Replies to post #123170 on Biotech Values

[DewDiligence]

GCVRZ, the Genzyme contingent-value right, is down 8% in early trading on the Lemtrada news.

[genisi]

The 55% reduction in relapse rate compared to Rebif® over the two years of the study (p<0.0001) is not as good as the 74% rate after 3 years from phase II trial*, where it was also found to reduce the risk of sustained accumulation of disability by 71% (P<0.001 for both). Safety, on the other hand was better.

* Ref: http://www.nejm.org/doi/full/10.1056/NEJMoa0802670