Biogen Idec's BG-12 Results Up The Ante In The Oral MS Market
This article was originally published in The Pink Sheet Daily
Biogen's drug is poised to become top dog among many oral MS drugs, including Novartis' approved Gilenya, analysts say.
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The paradigm shift long-lasting Lemtrada will excite, along with Aubagio’s gains since its launch in October, put Sanofi well on the road to its goal of multiple sclerosis leadership, Genzyme research execs say.
With the release of “unprecedented” data on its Phase III MS candidate alemtuzumab and its once-daily oral therapy teriflunomide already under regulatory review, Sanofi looks for a leadership role in the increasingly fragmented market it expects will approach $20 billion by 2016.
Relapse reduction in multiple sclerosis was robust, though lower than in the first Phase III trial, but the drug missed the statistical mark on disability progression.