Replies to post #159059 on Biotech Values

[jbog]

It isn't Gilenya's price that prevents usage rather the problem lies in its safety and testing profiles.

You are correct that historically patients did not change MS drugs often. Sadly, that was yesterday. It all involves the safety profile.

[masterlongevity]

Agree. Most wont switch unless they begin to fail current therapy

[jbog]

NVS will almost certainly increase the rebates on Gilenya to match the US AWP of Tecfidera.

Quote:
The injectables, Copaxone, Rebif and Avonex will start to wither away once the safety parameters are met.


Such a comment shows a lack of understanding of the MS market, where patients switch drugs infreqeuntly.

Contrary to your opinion, NVS's rebates aren't cutting it and I would think that if copaxone usage is down 6% the withering has started.