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Biotech / Medical : Elan Corporation, plc (ELN) -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (6262)	1/18/2005 1:41:29 AM
From: fred hayes	Read Replies (3) \| Respond to of 10345

Drum roll please (you won't see this very often): I think both IJ and Peter have it wrong. Copaxone will be the drug that suffers most from T. It seems to me that patients on C are there because it's not an interferon, and/or it has limited side effects. Well, T is not an interferon, and has very limited side effects. And looks much more effective. Say goodbye, C. R is supposed to be most effective interferon, but that looks to be true only because it's higher dose of same drug as A. A won't suffer as much as R because of the combo data. Bottom line, C suffers most; then R; then A... Disclaimer: I usually don't know what I'm talking about (:>). add/edit: Ranking after the dust settles: T ( > half the market), then A, R, and C. fred

To: Biomaven who wrote (6262)	1/18/2005 9:21:43 AM
From: IRWIN JAMES FRANKEL	Read Replies (1) \| Respond to of 10345

>>Seems to me (on strictly intuitive grounds) that Rebif will be the big loser. The driver to me seems to be time to antibody resistance. Rebif will* develop antibodies first, Betaseron next and then Avonex last. The development of antibodies correlates with efficacy but you give up longer term use by taking the stronger doses. That suggests that IF you were going to add an interferon to T it would be A. It also follows that R is the big loser. ij * based on averages and stats - there will be outliers.