Replies to post #134488 on Biotech Values

[north40000]

Biogen CC Yesterday at Goldman.

Good notes. You have persuaded me to listen for myself and look into BIIB further. Much obliged. Probably should have done the early looking years ago. Oh well---can't catch them all.

BTW, perchance did you attend any part of Chiron v. DNA trial in Sacramento years back? Chiron attempted to embrace at least Herceptin and Rituxan with its circa 1983-5 priority parent applications involving a few murine mabs. As a witness for DNA, I could not have held shares in BIIB at that time--ironically, I did hold shares of CHIR[ which everyone knew], and did testify against CHIR's position in that case.

[DewDiligence]

BIIB/ELN/MNTA/etc—Thanks for your post. Scangos’ comment about generic Copaxone is a throwaway devoid of information, but the stuff about Tysabri is somewhat interesting:

We would recommend that patients who are JCV negative get tested each year. We would recommend they stay on if negative. Even for a long period after conversion the risk is low.

What is the frequency of JCV testing specified in the FDA and EMA labels?