Replies to post #129290 on Biotech Values

[zipjet]

wonder if it means the MS market will have greater inertia than many expect.

Most cases of MS are slow moving - injury accumulating over years or even decades. The neuros are a conservative bunch - do no harm.

Then you have the concern that trials are neither big enough nor long enough for rare problems to surface.

On top of that, there is fear that combining a number of immuno-modifying drugs could have undesirable effects.

So I too think there will be considerable reserve in changing patients to newer drugs until they are failures on current therapy.

ij

[DewDiligence]

…the only part I somewhat disagree with from this summary--I don't really agree with the point about PEG-Avonex.

I concur. Now that BIIB appears to have a hit with BG-12, I think they will spend somewhat less time talking about PEG-Avonex.

[DewDiligence]

BIIB…I don't really agree with the point about PEG-Avonex.

This could be another mistaken notion from a MedaCorp consultant. Scangos mentioned PEG-Avonex at the JPM presentation—for all of about five seconds :- )