Gw, the numbers are from UBS (Expainewebber)Merah Chovav (or something like that spelling) very recent downgrade of Biogen to something like very neutral from neutral (aka sell), the analyst has been pounding Biogen down all alone for more than a year.
Nevertheless, despite my bias proBiogen, She/He provides nice details about Amevive, Raptiva (like the additional THREE EXTRA phase IIIs than the Fda required from xomaDna and sent Raptiva back to square one and gave Biogen even more room as first to market).
By the way, Biogen expectations are DOUBLE Ms/Mrs Chovav numbers, especially for 2004 and beyond.
Surprisingly, despite her proDna (and eventually, She/he was right) views, She always keep commenting that Raptiva (and Xolair)will add minimun to bottomline, especially Raptiva (cause xolair has some room for peanut allergies,and other severe anaphylaxis risks).
Recently, they love the "anaphylaxis" word over there in your group (try to post there, but my e-mail changed and got to fix the thing first) regarding the Amevive label that you love so much, Well, just read the whole Amevive label and you have the copy of the coming label for Raptiva!
Do you think that the "roaring back" will be in YOUR raptiva LABEL !!!
I think so.
Do you think that Raptiva will have less logistical problems with insurance reimbursement than Biogen's Amevive!!!
I do not think so.
Embrel will compete only with Amevive and not with Raptiva!!!
I do not think so.
Could it be that Raptiva is save from oblivion because once in the market clinicians will figure out a combo with Amevive!!!
maybe so
or the other way around, viceversa,
maybe so
You waste too much time investing in Amevive "failure",
And the worst is that you do not seem to understand Antegren at all !!!
Or the power of Rituxan/Avonex/Antegren combo !!!
Follow Idec for success !!! |
