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jbog

03/31/13 4:48 PM

#159080 RE: DewDiligence #159067

I mentioned the relationship of Gilenya, Tecfidera and Aubagio because they are priced somewhat in direct relationship to their efficacy.

In the past, patients didn't change MS meds primarily there wasn't much of a efficacy difference between Copaxone, Avonex or Rebif. It was almost a flip of the coin situation dealing with side effects and dosing schedules.

Then statistically better drugs came to market namely Tysarbi and Gilenya but with their increase in efficacy came unwanted side effects so patients and insurance companies didn't flock to them.

At this point, BG-12 seems to have efficacy somewhere above the original trio of injectables with equal or better side effects. I doubt that Bg-12 will match Gilenya for efficacy but it seems to be a safer drug at this point.

BG-12 is in a very nice sweet spot as long as real life reports back up the existing data.

We'll see.

P.S. Because you have an opinion, it doesn't equate that someone else doesn't understand the market.