The Future of Tysabri: A Reader’s Perspective (ELN, BIIB, SRA) [View article]
Your point is well taken. I would not be surprised if Tysabri comes back on the market, but only as a salvage treatment. However, I believe you are wrong when you say that, "What it all boils down to is how much of a personal risk one is willing to once all the other options you've tried...fail." If you are an MS patient and develop PML and die or are disabled, your loved one are more than likely to sue the doctor and the company; therefore, it is not simply the patients decision. Moreover, the FDA is concerned about the potential fallout of allowing a drug with potentially fatal side effects without defining the risks. At this point, there are a lot of questions that need to be answered: Does monontherapy increase risk or is it only combo therapy? If only combo, how long does a washout period need be before giving Tysabri? What will be the monitoring procedure? There is no effective diagnostic test. Rather than trying to make a prediction about Tysabri's fate, what I am really trying to say is that the risk/reward in playing this from an investment perspective is not there. ELN is trading as though Tysabri has a 100% probably of getting back on the market with blockbuster revenue potential.
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Your point is well taken. I would not be surprised if Tysabri comes back on the market, but only as a salvage treatment. However, I believe you are wrong when you say that, "What it all boils down to is how much of a personal risk one is willing to once all the other options you've tried...fail." If you are an MS patient and develop PML and die or are disabled, your loved one are more than likely to sue the doctor and the company; therefore, it is not simply the patients decision. Moreover, the FDA is concerned about the potential fallout of allowing a drug with potentially fatal side effects without defining the risks. At this point, there are a lot of questions that need to be answered: Does monontherapy increase risk or is it only combo therapy? If only combo, how long does a washout period need be before giving Tysabri? What will be the monitoring procedure? There is no effective diagnostic test. Rather than trying to make a prediction about Tysabri's fate, what I am really trying to say is that the risk/reward in playing this from an investment perspective is not there. ELN is trading as though Tysabri has a 100% probably of getting back on the market with blockbuster revenue potential.
Oct 31 11:57 am
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