BIOGEN IDEC – Hold On – After TECFIDERA Array of Approvals Yet to Come!

Date: 2015-07

Most awaited approval of TECFIDERA (BG-12, delayed-release capsule of dimethyl fumerate) with a ‘clean’ label should seal Biogen Idec (BIIB)’s supremacy in the MS space. We expect TECFIDERA to become the first choice among oral MS drugs in the first line setting based on its robust efficacy and favorable safety profile compared to its oral MS peers – Novartis’ Gilenya (L, fingolimod) and Sanofi’s Aubagio (L, teriflunomide). Even though Gilenya and Aubagio offer dosing advantage – once daily dose vs. twice a day dosing of TECFIDERA, safety should offset the advantages as there is no requirement for first-dose cardiovascular testing as is the case with Gilenya and the risk of hepatotoxicity and teratogenicity with Aubagio. Acquisition of full rights of Tysabri from Elan and approval of Tysabri in anti-JCV negative RRMS pts/ first-line setting will accelerate Tysabri’s sales and profitability over time. Further upside is yet to come with approval of … For more detail, please read our report released on 28th March, 2013 on BIIB titled, “Hold On – After TECFIDERA Array of Approvals Yet to Come!”


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