Dr_Dave

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Mon Jan 21st 04:56 AM | Rating: 0 0
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Elan, Biogen Idec Won't Gain Much from Tysabri Approval

Brett,
You importantly failed to mention both cases of PML actually occurred in combo patients. The MS patient was receiving both Tysabri and Avonex, while the crohns patient was also prescribed with Remicade (a drug which actually causes PML). If you check the FDA site you will actually see that the remicade drug is listed as the primary suspect in this patient.

Tysabri has been much maligned due to ill-informed or partial representation of the true facts behind the drug. With almost 25,000 patients now receiving the drug and NO CASES OF PML, I certainly won't be surprised to see it continuing to confound analyst estimates.

By the way Elan has perhaps the most exciting drug candidate in the entire industry now in clinical trials! If that is successful you are talking a stock price which will be many multiples of todays! With an average success rate of around 70% for phase III trials, I think the risk:reward balance at these levels is amazingly good.
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