Replies to post #129499 on Biotech Values

[jbog]

genisi,

Biogen has enrolled a small ph II trial adding BG12 to the Beta Interferons (IFNß Copaxone, rebif etc.) or Glatiramer Acetate (GA).

You can bet your bottom dollar that eventually Biogen will want head to head trials against Rebif and Copaxone while they try to protect their avonex franchise.

[DewDiligence]

Assuming BG-12 is approved for 1st line (almost certain, imo), with current safety/efficacy profile, you don't think it will take market share and impact Copaxone sales?

It will (IMO) take more market share from Gilenya and the interferon drugs than from Copaxone.