We still don't know how SNY is going to price Lemtrada because it is annual infusion in 5 days, and dose is a fraction of Campath for B-CLL. It's like Avastin vs Lucentis, except in Lemtrada vs Campath, they are exactly same drug.
Has anyone dug into the IP behind BG12? I haven't followed this closely, but the drug is dimethyl fumarate, which has been around for a long time. Does Biogen have some formulation IP, or just use patents?