BIIB—The next question will be how much warehousing of MS patients there was awaiting the Tecfidera launch. Even BIIB admits there was some pent-up demand, although they dislike calling it warehousing.
It’s still very early to be able to make accurate long-term projections.
I don't think new MS drug flying off shelf is necessarily good thing long term. Potential issue could rise because many patients who wouldn't meet trial eligibility would get the drug in real life. A more measured launch would be more preferable for MS IMO.