Replies to post #134544 on Biotech Values

[DewDiligence]

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?

Scangos said nothing to answer your question at JPM today.

[DewDiligence]

FDA approves Tysabri label change for JCV testing:

http://finance.yahoo.com/news/FDA-Updates-TYSABRI-bw-1015838179.html?x=0

Notes:

• No specific testing interval is cited in BIIB’s PR.

• Approximately 55% of MS patients on all drugs are JCV positive.

• The FDA has sanctioned DGX to conduct the JCV testing; it’s unclear to me whether other labs can do the testing in accordance with the FDA label.

[DewDiligence]

BIIB submits NDA for BG-12 in MS:

http://finance.yahoo.com/news/Biogen-Idec-Submits-bw-330878567.html?x=0

The BG-12 MAA for Europe will be submitted “in the company days,” according to the above PR.