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

To: DewDiligence_on_SI who wrote (373)	9/22/2010 7:22:23 PM
From: mopgcw	Read Replies (1) \| Respond to of 448

thanks for sharing that. I am not sure I agree with the conclusion of the merrill report. pill vs shot is a HUGE issue for the patients. so unless there is something in the efficacy or side effects of the pill (which there may be -- i am not up to speed on it) this will absolutely be a negative for avonex and copaxone.

To: DewDiligence_on_SI who wrote (373)	10/4/2010 12:37:41 AM
From: tnsaf	Read Replies (2) \| Respond to of 448

Nature Reviews Drug Discovery published an article titled "The multiple sclerosis market". It has yearly projections to the end of the decade for the current treatments and treatments likely to be approved in the next few years. It projects that current treatments, Gilenia, generics, all-the-other-new-treatments will each have about 25% of the market. An interesting comment: "With spiralling health-care expenditure, the scope for cost savings by switching away from the expensive MS drugs to the cheaper IFNß and glatiramer acetate biosimilars will become key resistors causing the market to decline and plateau at an estimated $9.6 billion by 2019." The free article is at nature.com Jason