Replies to post #138126 on Biotech Values

[genisi]

Teva said they see opportunity for laquinimod as an adjuvant therapy especially for patients who have relapsed. Currently, and assuming no major surprises with BG-12, I think Roy is correct in #msg-68711531 saying

Even in the best-case scenario for Teva, it will be a day late and a dollar short.

[DewDiligence]

How desperate is Teva to save the Copaxone franchise? They recently filed for a patent on an injectable fixed-dose combination of Copaxone and Laquinimod:

http://www.fiercebiotech.com/story/teva-retrenches-troubled-ms-blockbuster-hopeful-partner-grabs-43m/2013-03-06

If such a product ever becomes a commercial success, I’ll stop posting on all biotech message boards! (Laquinimod is not yet approved in any major jurisdictions.)

The idea of combining these two drugs is not new (e.g. http://www.businessweek.com/news/2012-10-11/teva-to-test-ms-pill-laquinimod-in-combination-therapy ); however, the idea of an injectable fixed-dose combination is new, as far as I know.

[jq1234]

Teva dropping Phase III laquinimod trial Libretto

2014-02-19 Lund, Sweden, February 19, 2014 - Active Biotech (NASDAQ OMX NORDIC: ACTI) today announces that its partner Teva Pharmaceuticals (NYSE: TEVA), has decided not to proceed to the randomization stage of the planned Libretto trial for the treatment of Relapsing Remitting Multiple Sclerosis (RRMS), as the current design is no longer aligned with the regulatory strategy. This decision has no impact on other ongoing studies, such as CONCERTO, which are proceeding as planned, or on Teva Pharmaceuticals' plans to initiate clinical studies in Primary Progressive Multiple Sclerosis (PPMS).

http://activebiotech.com/press-releases?pressurl=http://cws.huginonline.com/A/1002/PR/201402/1763038.xml