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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: IRWIN JAMES FRANKEL who wrote (10838)	3/4/2004 6:01:00 PM
From: Biomaven	Read Replies (2) \| Respond to of 52153

adding an IV infusion to a regular shot would be a non-starter If the results are as convincing as the consensus now thinks they are, then that might change some minds. I guess MS though is kind of different from say RA - there the benefits are immediate and tangible enough that people willingly go with Enbrel infusions. For MS you just don't get the same degree of feedback. BTW, if BIIB ever munched ELN that paired short would really do well. Not sure how likely that is, but it certainly must have crossed BIIB's mind earlier this year. Peter

To: IRWIN JAMES FRANKEL who wrote (10838)	3/5/2004 12:04:18 AM
From: mopgcw	Respond to of 52153

I do know several people already getting treated for MS. My discussions with them suggest that adding an IV infusion to a regular shot would be a non-starter. A valid point. This is one of the huge difficulties of a disease such as MS. If you have a mild relapse/remit, then they will not see the need to go through the headache. Others may see the benefit. Most will give it more and more thought as the exacerbations continue. A lot will depend on the edss score results of the trial. If it shows strong actual capability impact other than just MRI effect, then it will be an easier sell. I think there is a tendency for people to like to see results, not just prevention (unless prevention is painless and easy). Another important factor are the neuro influence. There are many MS patients visiting neuro's who do not treat the disease/symptoms aggressively. And many MS patients don't go to neuros at all, given the "work through it atttitude". I have sadly witnessed this first hand too many times. george