Replies to post #160376 on Biotech Values

[genisi]

It seems even newer candidates with more selective S1PR still have similar CV profile as Gilenya.

Yeah, that's the bump I was talking about. Theory was the main culprit causing cv tox is S1P3-R but the next gen candidates do not activate S1P3-R and still cause cv tox and perhaps other AE a la Gilenya that are probably linked to S1P1-R.

Gilenya is not doing that bad with 1Q revenue of $421m.

Given its label, and being the 1st oral in the market, plus its high price helped but I don't think it will do much better now that Tecfidera is available. Still, 10% of the MS market isn't bad.