Really good stuff, thanks.
You're certainly correct to focus on safety, and enbrel is looking pretty good.
If a patient is P plus PA, a physician certainly could prescribe a new biologic that was only approved for P.
>> solution: enbrel <<
My bias is that an effective agent that acts "centrally" (i.e., removes or otherwise neutralizes the effector cell) will -- all other issues equal, particularly tox issues -- be the better therapeutic over time.
Penetration against enbrel might be tough, and it would take a couple of years to get the long-term perspective, but it's a battle worth engaging. I wouldn't assume that AMGN has a lock.
>> solution: enbrel + new biologics <<
I see no reason why this can't be "new biologic", period.
>> a homogenous 500,000 US moderate/severe <<
So, from your information, we can assume approximately a heterogeneous million, worldwide? Was the $2-3 billion estimate for U.S. only? |
