Replies to post #134500 on Biotech Values

[zipjet]

Tysabri/BG12

One MS researcher that I know thinks both Tysabri and BG12 are very good MS drugs. He thinks that there will be switching to BG12 once approved, of patients on Tysabri that are JCV+ and who have been on drug for years.

Tysabri is the best of the currently approved drugs.

It would be nice to see BG12 be as good.

ij

[masterlongevity]

i'm not sure what the EMEA label states. THe FDA label is expected later this month. I actually thought they were talking about 6 month testing, so it's interesting to hear scangos mention 1 yr testing.

I am curious what the label will state about incidence of PML in JCV+ patients. I think it is now anticipated to be about 1/250. If the label gets this update, i would imagine many JCV+ pts would drop off tysabri. To date, BIIB has stated that only about 50% who test JCV+ are dropping off tysabri.

It looks like BIIB's 2012 strategy will be to push tysabri for JCV- subjects 1st line and avonex for JCV+ subjects. After BG-12 approval, I can't quite figure out how they will position it in regards to tysabri. thoughts?