Sorry don't know the answers. I didn't listen to the presentation just got the slides from a Genzyme tweet. I know Henri was extremely bullish on it but he was(is) likely a bit biased :-). I don't recall exact pricing but know there have been articles published speculating on what Genzyme would do since Campath was already on the market. It seemed it wouldn't be priced comparable though (too low).
I think dark horse is appropriate. The concerns I heard are actually the convenience of dosing schedule. MS isn't a disease you take a drug once a year, then you can forget about it. The neurologists are actually concerned about the irreversibility of once a year dosing. If something is wrong, you can't simply stop taking the drug because it "induces long term if not permanent changes in immunoregulation."
I think people need to be careful in projecting MS market share until the drug is on the market for a few years.
The PDUFA date for Lemtrada is 4/12/13. SNY is giving up much by pulling Campath insofar as its worldwide sales in 2011 were only $76M. Campath will still be available to leukemia patients in several countries on a “named-patient” basis.
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