Replies to post #140533 on Biotech Values

[DewDiligence]

NVS held a Gilenya-update webcast this morning; the slides are at:

http://www.novartis.com/downloads/investors/event-calendar/2012/2012-04-20-gilenya-investor.pdf

The webcast is now available for replay.

[urche]

It seems that the pall cast over Gilenya by the need to monitor for cardiac conduction problems with the initial dose is being accepted by patients and providers. But, one or two more cases of progressive multifocal leukoencephalopathy in Gilenya users would be a different story. To the extent that Tysabri users cross over to Gilenya, PML is a potentially bigger risk than conduction problems, IMO.
Urche