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Biotech / Medical : Biotech Valuation
CRSP 53.51-1.3%Jan 16 9:30 AM EST

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To: Sidney Street who wrote (10841)3/4/2004 10:21:38 PM
From: IRWIN JAMES FRANKEL  Read Replies (2) of 52153
 
Hi Sidney,

The beta-interferons used to treat MS, ordered by increasing strength are Avonex, Betaseron and Rebif. As dosage strength increases so does the development of antibodies to beta-interferon. Also as the dosage increases the time to anti-body resistance shortens. This is a vicious cycle of reduced effectiveness leading to the increased dose and accelerated production of anti-bodies. So there is a big and growing market for a better treatment. That may be one reason for FDA's response to Antegren.

Copaxone is not subject to this anti-body problem but it does require daily shots compared to less frequent Ifn shots.

ij
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